Retirement plan

KIOSK INFORMATION SYSTEMS, INC. 401(K) PROFIT SHARING PLAN

Name: KIOSK INFORMATION SYSTEMS, INC. - KIOSK INFORMATION SYSTEMS, INC. 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: KIOSK INFORMATION SYSTEMS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KIOSK INFORMATION SYSTEMS, INC. 401(K) PROFIT SHARING PLAN, KIOSK INFORMATION SYSTEMS, INC.

KIOSK INFORMATION SYSTEMS, INC.EIN 84-1250604Plan #001PY 2015

7100 E. BELLEVIEW AVE., STE. 300 - GREENWOOD VILLAGE, CO 80111303-466-5471kiosk.comLinkedIn51-200 employeesinformation technology and services

Prospect flagsFailed to transmit contributionsCorrective distributions

How to read this page

Total assets (EOY)

$5.9M

No prior year

Total participants

183

No prior year

Average account balance

$40,078

No prior year

Annual return

-0.39%

No prior year

Benchmarks

See 4,662 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort4,662 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.17M

Not enough data

1 years with asset history on file

Average account balance

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

$70K

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.

145

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.

66.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.02M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+16.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$-15

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

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 92150	Other Commissions	$17,734
GREAT-WEST LIFE & ANNUITY INSURANCE1+ years Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$15,275
ANTON COLLINS MITCHELL LLP1+ years Service code 10 303 EAST 17TH AVE. STE 600 · DENVER, CO 80203	Accounting	$12,938
RETIREMENT PLANNING SERVICES, INC.1+ years Filed as: RETIREMENT PLANNING SERVICES Service code 13 7100 E. BELLEVIEW AVE, STE 300 · GREENWOOD VILLAGE, CO 80111	Contract Administrator	$5,675

Plan features & details

Pension benefit codes2E2J2K2F2G3D2T

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.
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.
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

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$31K

$204 / participant

Investment mgmt$2K7.6%
Other / not subdivided$29K92.4%

% of EOY assets

0.528%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: ANTON COLLINS MITCHELL LLP
Auditor EIN: 010724563
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$40,078

$70,002-42.7%

$115,038-65.2%

$52,331-23.4%

Participation rate

75.5%

72.1%+3.4pp

81.4%-5.9pp

68.1%+7.4pp

Annual return

-0.39%

4.04%-4.4pp

26.14%-26.5pp

4.54%-4.9pp

Employer contribution / active EE

$1,144

$2,715-57.8%

$4,608-75.2%

$1,882-39.2%

Participant deferral / active EE

$3,698

$4,920-24.8%

$6,026-38.6%

$3,022+22.4%

Admin fee / account holder

$211

$566-62.6%

$8,175-97.4%

$592-64.3%

Provider

Service type

Compensation

LPL FINANCIAL1+ years

Filed as: LPL FINANCIAL LLC

Service code 55

PO BOX 509026 · SAN DIEGO, CA 92150

Other Commissions

$17,734

GREAT-WEST LIFE & ANNUITY INSURANCE1+ years

Filed as: GREAT-WEST LIFE & ANNUITY INS CO

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$15,275

ANTON COLLINS MITCHELL LLP1+ years

Service code 10

303 EAST 17TH AVE. STE 600 · DENVER, CO 80203

Accounting

$12,938

RETIREMENT PLANNING SERVICES, INC.1+ years

Filed as: RETIREMENT PLANNING SERVICES

Service code 13

7100 E. BELLEVIEW AVE, STE 300 · GREENWOOD VILLAGE, CO 80111

Contract Administrator

$5,675

KIOSK INFORMATION SYSTEMS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KIOSK INFORMATION SYSTEMS, INC. 401(K) PROFIT SHARING 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