Retirement plan

KYOKUYO AMERICA CORPORATION EMPLOYEES'401(K) PROFIT SHARING PLAN

Name: KYOKUYO AMERICA CORPORATION - KYOKUYO AMERICA CORPORATION EMPLOYEES'401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: KYOKUYO AMERICA CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KYOKUYO AMERICA CORPORATION EMPLOYEES'401(K) PROFIT SHARING PLAN, KYOKUYO AMERICA CORPORATION

KYOKUYO AMERICA CORPORATIONEIN 91-1711631Plan #001PY 2017

1200 FIFTH AVENUE, SUITE 1575 - SEATTLE, WA 98101206-405-2670kyokuyoamerica.comLinkedIn1-10 employeesimport and export

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$368K

+19.7% from 2016

Total participants

+25.0% from 2016

Average account balance

$122,716

+19.7% from 2016

Annual return

17.86%

+16.51 pp from 2016

Benchmarks

See 22,202 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,202 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$675K

Not enough data

1 years with asset history on file

Average account balance

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

$338K

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.

33.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+4.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$28923

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 codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

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

$122,716

$144,130-14.9%

$117,860+4.1%

$147,585-16.9%

Participation rate

12.5%

83.4%-70.9pp

79.7%-67.2pp

82.8%-70.3pp

Annual return

17.86%

531.20%-513.3pp

335.10%-317.2pp

578.58%-560.7pp

Employer contribution / active EE

$4,897-100.0%

$3,786-100.0%

$4,876-100.0%

Participant deferral / active EE

$724

$5,316-86.4%

$4,482-83.8%

$5,439-86.7%

Admin fee / account holder

$10,887-100.0%

$8,021-100.0%

$10,886-100.0%

KYOKUYO AMERICA CORPORATION EMPLOYEES'401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

KYOKUYO AMERICA CORPORATION EMPLOYEES'401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion