Kion North America Corporation

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 (7)
Average in Peer Group (70)
Highest in Peer Group (85)

Plan Description

Kion North America Corporation 401k 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 35% of plans for Account Balances, Company Generosity, Participation Rate, and Salary Deferral. Kion North America Corporation 401k Plan currently has over 200 active participants and over $17.4M in plan assets.

Did you know?

For the average 401k participant, the 13 point difference between this plan's BrightScope Rating (72) and the top rated plan (85) could equate to:
7
Additional years of work
76,748
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 12/31/2017
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 2450 West Fifth North Street
  • Location
    Summerville , SC
  • 29483-9621
  • Industry
    Manufacturing
  • Administrator
    Max Heller
  • Net Plan Assets
    $17,400,000
  • Total Participants
    220
  • Avg Account Balance
    $83,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Above Average

Performance

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

Design

Total Plan Cost:
High Fees
Company Generosity:
Above Average

Performance

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

Peer Group Plans

Company Rating
Varel International Ind., LLC 79.4
Rytec 75.1
3SI Security Systems 74.4
Intra 72.0
Clippard Instrument Laboratory 71.6
Sefar 70.5
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

20

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Morley Stable Value Fund 47%
N/A
Principal US Property 11%
N/A
Principal Large Cap S&P 500 Index 6%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
Principal Financial Group
Insurance Advisor/Broker
NFP Securities, Inc.
Insurance Advisor/Broker
Kestra Advisory Services, LLC
Administration
Principal Financial Group
Recordkeeper
Principal Financial Group
Auditor
Dixon Hughes Goodman, LLC

Articles and Questions

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