Retirement plan

KPFF, INC. 401(K) PLAN

Name: KPFF, INC. - KPFF, INC. 401(K) PLAN (2019) 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 2019

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$128.9M

+25.7% from 2018

Total participants

1,423

+4.1% from 2018

Average account balance

$93,138

+20.2% from 2018

Annual return

24.47%

+29.15 pp from 2018

Benchmarks

See 733 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort733 peers

Snapshot2019

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 FINANCIAL4 years Filed as: FINANCIAL ADVOCATES INVESTMENT MANA Service code 26 · EIN 27-0435466 1601 COOPER PT RD NW · OLYMPIA, WA 98502	Advisory (Participants)	$138,674
RANDALL & HURLEY, INC.5+ years Service code 15 · EIN 91-1691540 601 W RIVERSIDE · SPOKANE, WA 99201	Recordkeeping	$26,516
CHARLES SCHWAB & CO., INC.2 years Service code 19 · EIN 94-1737782 211 MAIN STREET · SAN FRANCISCO, CA 94105	Securities Custodian	$638

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

$167K

$142 / participant

Other / not subdivided$167K100.0%

% of EOY assets

0.130%

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

$93,138

$101,523-8.3%

$141,197-34.0%

$77,775+19.8%

Participation rate

96.7%

77.4%+19.3pp

82.5%+14.2pp

73.2%+23.5pp

Annual return

24.47%

56.22%-31.8pp

71.41%-46.9pp

32.58%-8.1pp

Employer contribution / active EE

$2,257

$3,341-32.5%

$4,736-52.4%

$2,504-9.9%

Participant deferral / active EE

$6,569

$6,434+2.1%

$6,710-2.1%

$3,966+65.6%

Admin fee / account holder

$121

$92+31.9%

$10,265-98.8%

$100+20.6%

Provider

Service type

Compensation

LPL FINANCIAL4 years

Filed as: FINANCIAL ADVOCATES INVESTMENT MANA

Service code 26 · EIN 27-0435466

1601 COOPER PT RD NW · OLYMPIA, WA 98502

Advisory (Participants)

$138,674

RANDALL & HURLEY, INC.5+ years

Service code 15 · EIN 91-1691540

601 W RIVERSIDE · SPOKANE, WA 99201

Recordkeeping

$26,516

CHARLES SCHWAB & CO., INC.2 years

Service code 19 · EIN 94-1737782

211 MAIN STREET · SAN FRANCISCO, CA 94105

Securities Custodian

$638

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