Retirement plan

KISINGER CAMPO & ASSOCIATES CORPORATION SAVINGS PLAN

Name: KISINGER CAMPO & ASSOCIATES CORPORATION - KISINGER CAMPO & ASSOCIATES CORPORATION SAVINGS PLAN (2020) Form 5500
Creator: KISINGER CAMPO & ASSOCIATES CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KISINGER CAMPO & ASSOCIATES CORPORATION SAVINGS PLAN, KISINGER CAMPO & ASSOCIATES CORPORATION

KISINGER CAMPO & ASSOCIATES CORPORATIONEIN 59-1677145Plan #002PY 2020

201 N FRANKLIN STREET, SUITE 400 - TAMPA, FL 336025132813-871-5331kisingercampo.comLinkedIn201-500 employeescivil engineering

Prospect flagsHigh feesCorrective distributions

How to read this page

Total assets (EOY)

$40.7M

+25.9% from 2019

Total participants

334

+3.4% from 2019

Average account balance

$154,229

+16.4% from 2019

Annual return

18.34%

-6.49 pp from 2019

Benchmarks

See 2,819 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,819 peers

Snapshot2020

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$62.42M

Not enough data

1 years with asset history on file

Average account balance

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

$182K

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.

343

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.

71.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.41M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+15.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$346

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

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 4208 SIX FORKS RD · RALEIGH, NC 27609	Advisory (Plan)	$38,622
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$37,671
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS Service code 27 PO BOX 60071 · RALEIGH, NC 27675	Advisory (Plan)	$12,984

Plan features & details

Pension benefit codes2A2E2F2G2J2K2T

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$90K

$301 / participant

Investment mgmt$52K57.6%
Other / not subdivided$38K42.4%

% of EOY assets

0.220%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: RIVERO GORDIMER & COMPANY, P.A.
Auditor EIN: 593040705
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$154,229

$100,801+53.0%

$149,696+3.0%

$73,409+110.1%

Participation rate

76.5%

77.7%-1.2pp

82.5%-6.0pp

72.2%+4.3pp

Annual return

18.34%

265.34%-247.0pp

276.60%-258.3pp

59.29%-41.0pp

Employer contribution / active EE

$2,808

$3,312-15.2%

$4,644-39.5%

$2,234+25.7%

Participant deferral / active EE

$6,480

$6,404+1.2%

$6,842-5.3%

$3,805+70.3%

Admin fee / account holder

$339

$181+87.7%

$9,309-96.4%

$158+114.9%

Provider

Service type

Compensation

CAPFINANCIAL PARTNERS LLC4 years

Filed as: CAPTRUST FINANCIAL PARTNERS

Service code 27

4208 SIX FORKS RD · RALEIGH, NC 27609

Advisory (Plan)

$38,622

T ROWE PRICE RPS INC6+ years

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$37,671

CAPFINANCIAL PARTNERS LLC2 years

Filed as: CAPFINANCIAL PARTNERS

Service code 27

PO BOX 60071 · RALEIGH, NC 27675

Advisory (Plan)

$12,984

KISINGER CAMPO & ASSOCIATES CORPORATION SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KISINGER CAMPO & ASSOCIATES CORPORATION SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion