Retirement plan

NKD ENTERPRISES, LLC 401(K) RETIREMENT PLAN

Name: NKD ENTERPRISES, LLC - NKD ENTERPRISES, LLC 401(K) RETIREMENT PLAN (2015) Form 5500
Creator: NKD ENTERPRISES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NKD ENTERPRISES, LLC 401(K) RETIREMENT PLAN, NKD ENTERPRISES, LLC

NKD ENTERPRISES, LLCEIN 58-2567212Plan #001PY 2015

1 MECA WAY - NORCROSS, GA 300932919678-228-5080LinkedIn1-10 employeeshospital & health care

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$468K

No prior year

Total participants

No prior year

Average account balance

$66,893

No prior year

Annual return

-1.42%

No prior year

Benchmarks

See 799 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants<25

Cohort799 peers

Snapshot2015

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$864K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$79K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

91.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$12K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.77%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$4623

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$66,893

$152,651-56.2%

$105,218-36.4%

$125,388-46.7%

Participation rate

37.5%

81.5%-44.0pp

77.2%-39.7pp

83.2%-45.7pp

Annual return

-1.42%

8.24%-9.7pp

5.33%-6.8pp

282.24%-283.7pp

Employer contribution / active EE

$4,802-100.0%

$3,255-100.0%

$4,866-100.0%

Participant deferral / active EE

$2,059

$6,660-69.1%

$4,867-57.7%

$5,352-61.5%

Admin fee / account holder

$14,248-100.0%

$6,992-100.0%

$9,541-100.0%

NKD ENTERPRISES, LLC 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

NKD ENTERPRISES, LLC 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion