Kimball International, Inc.

72
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
72
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (16)
Average in Peer Group (66)
Highest in Peer Group (87)

Plan Description

Kimball International, Inc. Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 72. This plan is in the top 15% of plans for Participation Rate and Total Plan Cost. Kimball International, Inc. Retirement Plan currently has over 3,700 active participants and over $346.4M in plan assets.

Did you know?

For the average 401k participant, the 15 point difference between this plan's BrightScope Rating (72) and the top rated plan (87) could equate to:
8
Additional years of work
137,082
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 6/30/2017
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 1600 Royal Street
  • Location
    Jasper , IN
  • 47549
  • Industry
    Manufacturing
  • Administrator
    R. Gregory Kincer
  • Net Plan Assets
    $346,000,000
  • Total Participants
    3,800
  • Avg Account Balance
    $92,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Average

Performance

Participation Rate:
Great
Salary Deferrals:
Average
Account Balance:
Above Average

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Average

Performance

Participation Rate:
Great
Salary Deferrals:
Average
Account Balance:
Average

Peer Group Plans

Company Rating
KLA-Tencor 86.4
The Specialty Mfg. Co. 77.5
Viking Drill & Tool 75.3
Orbit International 73.8
Advance Mfg. Co. 70.8
Ariens Company 66.5
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

24

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard Group Target Retirement 48%
19%
Vanguard Institutional Index 13%
12%
Vanguard Total Stock Market Index 8%
22%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Investment Adviser
Vanguard Group
Recordkeeper
Vanguard Group
Consultant
Vanguard Group
Auditor
Deloitte & Touche, LLP

Articles and Questions

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