Retirement plan

KINGS RIVER WATER ASSOCIATION MONEY PURCHASE PENSION PLAN

Name: KINGS RIVER WATER ASSOCIATION - KINGS RIVER WATER ASSOCIATION MONEY PURCHASE PENSION PLAN (2017) Form 5500
Creator: KINGS RIVER WATER ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KINGS RIVER WATER ASSOCIATION MONEY PURCHASE PENSION PLAN, KINGS RIVER WATER ASSOCIATION

KINGS RIVER WATER ASSOCIATIONEIN 94-0604410Plan #001PY 2017

5151 NORTH PALM AVENUE, SUITE 920 - FRESNO, CA 93704559-224-7656kingsriverwater.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.8M

+16.6% from 2016

Total participants

0.0% from 2016

Average account balance

$452,059

+16.6% from 2016

Annual return

13.65%

+21.57 pp from 2016

Benchmarks

See 1,269 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants<25

Cohort1,269 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.41M

Not enough data

1 years with asset history on file

Average account balance

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

$235K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$127K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+15.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14185

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 codes2C2J

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$452,059

$96,965+366.2%

$97,995+361.3%

$147,585+206.3%

Participation rate

100.0%

83.6%+16.4pp

82.4%+17.6pp

82.8%+17.2pp

Annual return

13.65%

24.11%-10.5pp

23.94%-10.3pp

578.58%-564.9pp

Employer contribution / active EE

$6,953

$4,536+53.3%

$4,158+67.2%

$4,876+42.6%

Participant deferral / active EE

$4,564

$5,081-10.2%

$5,097-10.4%

$5,439-16.1%

Admin fee / account holder

$8,120-100.0%

$5,943-100.0%

$10,886-100.0%

KINGS RIVER WATER ASSOCIATION MONEY PURCHASE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

KINGS RIVER WATER ASSOCIATION MONEY PURCHASE PENSION 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