Retirement plan

KPFF, INC. 401(K) PLAN

Name: KPFF, INC. - KPFF, INC. 401(K) PLAN (2018) Form 5500
Creator: KPFF, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KPFF, INC. 401(K) PLAN, KPFF, INC.

KPFF, INC.EIN 91-0755897Plan #001PY 2018

1601 5TH AVE STE 1600 - SEATTLE, WA 981013665206-622-5822

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$102.6M

+0.8% from 2017

Total participants

1,367

+8.8% from 2017

Average account balance

$77,473

-8.7% from 2017

Annual return

-4.68%

-27.21 pp from 2017

Benchmarks

See 688 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort688 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$219.64M

Not enough data

1 years with asset history on file

Average account balance

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

$127K

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.

1,726

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.

94.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$16.21M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+15.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$120

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 3 by compensation

Provider	Service type	Compensation
LPL FINANCIAL3 years Filed as: FINANCIAL ADVOCATES INVESTMENT MANA Service code 26 · EIN 27-0435466 1601 COOPER PT RD NW · OLYMPIA, WA 98502	Advisory (Participants)	$135,664
RANDALL & HURLEY, INC.4+ years Service code 15 · EIN 91-1691540 601 W RIVERSIDE · SPOKANE, WA 99201	Recordkeeping	$21,908
CHARLES SCHWAB & CO., INC.1 year Service code 19 · EIN 94-1737782 211 MAIN STREET · SAN FRANCISCO, CA 94105	Securities Custodian	$1,620

Plan features & details

Pension benefit codes2E2F2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$165K

$149 / participant

Other / not subdivided$165K100.0%

% of EOY assets

0.160%

all-in expense ratio

Categories reported

0 / 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: CLARK NUBER, PS
Auditor EIN: 911194016
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$77,473

$88,874-12.8%

$123,553-37.3%

$75,289+2.9%

Participation rate

96.1%

75.9%+20.2pp

82.3%+13.8pp

72.4%+23.7pp

Annual return

-4.68%

4.22%-8.9pp

119.21%-123.9pp

-0.04%-4.6pp

Employer contribution / active EE

$2,223

$3,256-31.7%

$4,628-52.0%

$2,405-7.6%

Participant deferral / active EE

$6,194

$6,174+0.3%

$6,426-3.6%

$3,739+65.7%

Admin fee / account holder

$124

$95+31.4%

$9,284-98.7%

$102+21.5%

Provider

Service type

Compensation

LPL FINANCIAL3 years

Filed as: FINANCIAL ADVOCATES INVESTMENT MANA

Service code 26 · EIN 27-0435466

1601 COOPER PT RD NW · OLYMPIA, WA 98502

Advisory (Participants)

$135,664

RANDALL & HURLEY, INC.4+ years

Service code 15 · EIN 91-1691540

601 W RIVERSIDE · SPOKANE, WA 99201

Recordkeeping

$21,908

CHARLES SCHWAB & CO., INC.1 year

Service code 19 · EIN 94-1737782

211 MAIN STREET · SAN FRANCISCO, CA 94105

Securities Custodian

$1,620

KPFF, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KPFF, INC. 401(K) 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