Retirement plan

BROOKS RANGE 401(K) PROFIT SHARING PLAN K OYITL OTS INA, LTD.

Name: K OYITL OTS INA LTD. - BROOKS RANGE 401(K) PROFIT SHARING PLAN K OYITL OTS INA, LTD. (2015) Form 5500
Creator: K OYITL OTS INA LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BROOKS RANGE 401(K) PROFIT SHARING PLAN K OYITL OTS INA, LTD., K OYITL OTS INA LTD.

K OYITL OTS INA LTD.EIN 92-0076721Plan #001PY 2015

1603 COLLEGE RD - FAIRBANKS, AK 99709907-452-8119koyitlotsina.comLinkedIn1001-5000 employeesreal estate

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$13.2M

No prior year

Total participants

1,124

No prior year

Average account balance

$11,727

No prior year

Annual return

0.25%

No prior year

Benchmarks

See 690 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants250-999

Cohort690 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$29.09M

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

877

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.

90.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.98M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+14.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP1+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Account maintenance fees; Claims proc...	$4,937

Plan features & details

Pension benefit codes2E2F2G2J2D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$5K

$5 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.037%

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: CPA CONSULTING, INC. P.S.
Auditor EIN: 912015797
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$11,727

$38,925-69.9%

$73,836-84.1%

$55,191-78.8%

Participation rate

100.0%

66.0%+34.0pp

73.4%+26.6pp

69.2%+30.8pp

Annual return

0.25%

6.31%-6.1pp

2268.06%-2267.8pp

10.78%-10.5pp

Employer contribution / active EE

$1,159

$1,695-31.6%

$2,787-58.4%

$1,899-39.0%

Participant deferral / active EE

$957

$2,351-59.3%

$3,583-73.3%

$3,046-68.6%

Admin fee / account holder

$83-94.7%

$4,882-99.9%

$91-95.2%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP1+ years

Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Account maintenance fees; Claims proc...

$4,937

BROOKS RANGE 401(K) PROFIT SHARING PLAN K OYITL OTS INA, LTD.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BROOKS RANGE 401(K) PROFIT SHARING PLAN K OYITL OTS INA, LTD.

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