Retirement plan

THE DOE RUN RESOURCES CORPORATION SAVINGS RESOURCE PLAN

Name: THE DOE RUN RESOURCES CORPORATION - THE DOE RUN RESOURCES CORPORATION SAVINGS RESOURCE PLAN (2015) Form 5500
Creator: THE DOE RUN RESOURCES CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE DOE RUN RESOURCES CORPORATION SAVINGS RESOURCE PLAN, THE DOE RUN RESOURCES CORPORATION

THE DOE RUN RESOURCES CORPORATIONEIN 13-1255630Plan #102PY 2015

1801 PARK 270 DR. STE 300 - SAINT LOUIS, MO 631460423314-453-7100

Other plans on this EIN

1 filing

#101Retirement-$95.3M assets

Prospect flagsHigh cashCorrective distributions

How to read this page

Total assets (EOY)

$127.1M

No prior year

Total participants

1,481

No prior year

Average account balance

$88,517

No prior year

Annual return

-0.55%

No prior year

Benchmarks

See 84 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants1,000-4,999

Cohort84 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$145.81M

Not enough data

1 years with asset history on file

Average account balance

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

$101K

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.

1,450

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.

97.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10.15M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+15.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$106

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 8 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 13 · EIN 04-1590850	Contract Administrator	$59,568
CROWE LLP1+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680	Accounting	$26,294
BARON1+ years Service code 52	Indirect Investment Fees	$0
DIMENSIONAL FUND ADVISORS1+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 52	Indirect Investment Fees	$0
FIDELITY INVESTMENTS INSTITUTIONAL1+ years Filed as: FIDELITY INVESTMENTS Service code 52	Indirect Investment Fees	$0
NORTHERN FUNDS1+ years Service code 52	Indirect Investment Fees	$0
NUVEEN1+ years Service code 52	Indirect Investment Fees	$0
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE Service code 52	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2J2F2G2K3H2T

Plan features

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$86K

$64 / participant

Contract admin$60K69.4%
Other / not subdivided$26K30.6%

% of EOY assets

0.068%

all-in expense ratio

Categories reported

1 / 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: CROWE HORWATH LLP
Auditor EIN: 350921680
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$88,517

$88,646-0.1%

$90,223-1.9%

$59,188+49.6%

Participation rate

96.7%

84.8%+11.9pp

79.0%+17.6pp

69.4%+27.2pp

Annual return

-0.55%

11.82%-12.4pp

1.31%-1.9pp

5.51%-6.1pp

Employer contribution / active EE

$2,993

$5,463-45.2%

$4,378-31.6%

$2,098+42.6%

Participant deferral / active EE

$3,842

$6,586-41.7%

$5,792-33.7%

$3,265+17.7%

Admin fee / account holder

$60

$63-4.8%

$7,406-99.2%

$92-35.2%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years

Filed as: MASSACHUSETTS MUTUAL LIFE INS CO

Service code 13 · EIN 04-1590850

Contract Administrator

$59,568

CROWE LLP1+ years

Filed as: CROWE HORWATH LLP

Service code 10 · EIN 35-0921680

Accounting

$26,294

BARON1+ years

Service code 52

Indirect Investment Fees

DIMENSIONAL FUND ADVISORS1+ years

Filed as: DIMENSIONAL FUND ADVISORS LP

Service code 52

Indirect Investment Fees

FIDELITY INVESTMENTS INSTITUTIONAL1+ years

Filed as: FIDELITY INVESTMENTS

Service code 52

Indirect Investment Fees

NORTHERN FUNDS1+ years

Service code 52

Indirect Investment Fees

NUVEEN1+ years

Service code 52

Indirect Investment Fees

T ROWE PRICE RPS INC1+ years

Filed as: T ROWE PRICE

Service code 52

Indirect Investment Fees

THE DOE RUN RESOURCES CORPORATION SAVINGS RESOURCE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE DOE RUN RESOURCES CORPORATION SAVINGS RESOURCE PLAN

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