Retirement plan

KRUEGER SHEET METAL CO EMPLOYEES' 401(K) PROFIT-SHARING PLAN & TRUST

Name: KRUEGER SHEET METAL CO - KRUEGER SHEET METAL CO EMPLOYEES' 401(K) PROFIT-SHARING PLAN & TRUST (2018) Form 5500
Creator: KRUEGER SHEET METAL CO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KRUEGER SHEET METAL CO EMPLOYEES' 401(K) PROFIT-SHARING PLAN & TRUST, KRUEGER SHEET METAL CO

KRUEGER SHEET METAL COEIN 91-0717021Plan #002PY 2018

P.O. BOX 2963 - SPOKANE, WA 992202963509-489-0221

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$6.7M

-4.4% from 2017

Total participants

+11.8% from 2017

Average account balance

$354,877

-14.5% from 2017

Annual return

-6.80%

-20.63 pp from 2017

Benchmarks

See 38,941 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,941 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.35M

Not enough data

1 years with asset history on file

Average account balance

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

$370K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$371K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+15.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$21730

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 codes2E2H2J2R2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$136K

$8487 / participant

Other / not subdivided$136K100.0%

% of EOY assets

2.014%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$354,877

$97,729+263.1%

$83,830+323.3%

$135,379+162.1%

Participation rate

100.0%

80.0%+20.0pp

76.1%+23.9pp

82.6%+17.4pp

Annual return

-6.80%

1287.52%-1294.3pp

850.97%-857.8pp

519.79%-526.6pp

Employer contribution / active EE

$12,500

$4,222+196.1%

$3,631+244.3%

$4,779+161.6%

Participant deferral / active EE

$6,632

$4,683+41.6%

$4,082+62.5%

$5,609+18.2%

Admin fee / account holder

$7,147

$6,674+7.1%

$5,479+30.5%

$10,828-34.0%

KRUEGER SHEET METAL CO EMPLOYEES' 401(K) PROFIT-SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KRUEGER SHEET METAL CO EMPLOYEES' 401(K) PROFIT-SHARING PLAN & TRUST

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