Retirement plan

EQUINOR US HOLDINGS INC. MONEY PURCHASE PENSION PLAN

Name: EQUINOR US HOLDINGS INC. - EQUINOR US HOLDINGS INC. MONEY PURCHASE PENSION PLAN (2019) Form 5500
Creator: EQUINOR US HOLDINGS INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EQUINOR US HOLDINGS INC. MONEY PURCHASE PENSION PLAN, EQUINOR US HOLDINGS INC.

EQUINOR US HOLDINGS INC.EIN 13-3415760Plan #002PY 2019

120 LONG RIDGE RD. - STAMFORD, CT 06902203-978-6988LinkedIn1-10 employees

Other plans on this EIN

1 filing

#001Retirement-$227.1M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$140.9M

-11.2% from 2016

Total participants

1,342

+16.1% from 2016

Average account balance

$106,445

-22.7% from 2016

Annual return

23.97%

-7.63 pp from 2016

Benchmarks

See 88 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants1,000-4,999

Cohort88 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$199.63M

Not enough data

1 years with asset history on file

Average account balance

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

$179K

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.

1,116

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.

96.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$12.52M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+13.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$37

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
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$95,263

Plan features & details

Pension benefit codes2C2F2G2T3D3H

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$95K

$89 / participant

Other / not subdivided$95K100.0%

% of EOY assets

0.068%

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: ERNST & YOUNG, LLP
Auditor EIN: 346565596
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$106,445

$113,995-6.6%

$127,803-16.7%

$77,775+36.9%

Participation rate

98.3%

85.7%+12.6pp

79.0%+19.3pp

73.2%+25.1pp

Annual return

23.97%

26.09%-2.1pp

26.14%-2.2pp

32.58%-8.6pp

Employer contribution / active EE

$13,085

$6,012+117.6%

$4,576+186.0%

$2,504+422.6%

Participant deferral / active EE

$7,267-100.0%

$6,023-100.0%

$3,966-100.0%

Admin fee / account holder

$72

$108-33.2%

$9,399-99.2%

$100-28.1%

Provider

Service type

Compensation

T ROWE PRICE RPS INC5+ years

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$95,263

EQUINOR US HOLDINGS INC. MONEY PURCHASE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EQUINOR US HOLDINGS INC. MONEY PURCHASE PENSION 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