Retirement plan

ARSENAL RESOURCES 401(K) PLAN

Name: ARSENAL RESOURCES - ARSENAL RESOURCES 401(K) PLAN (2018) Form 5500
Creator: ARSENAL RESOURCES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARSENAL RESOURCES 401(K) PLAN, ARSENAL RESOURCES

ARSENAL RESOURCESEIN 27-5343422Plan #001PY 2018

6031 WALLACE ROAD EXT., SUITE 300 - WEXFORD, PA 15090724-940-1100arsenalresources.comLinkedIn11-50 employeesoil & energy

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$9.9M

+5.2% from 2017

Total participants

116

-12.8% from 2017

Average account balance

$88,424

+15.6% from 2017

Annual return

-4.96%

-31.70 pp from 2017

Benchmarks

See 828 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants25-99

Cohort828 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.52M

Not enough data

1 years with asset history on file

Average account balance

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

$199K

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.

146.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$899K

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

+13.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14307

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

Top 4 by compensation

Provider	Service type	Compensation
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 55	Other Commissions	$25,273
CRPS, INC1 year Service code 13 · EIN 25-1802421 4000 TOWN CENTER BLVD SUITE 250 · CANONSBURG, PA 15317	Contract Administrator	$11,622
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: GREAT WEST LIFE & ANNUITY CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$800
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FIN Service code 55 1 NORTH JEFFERSON AVE · ST LOUIS, MO 63103	Other Commissions	$0

Plan features & details

Pension benefit codes2E2F2G2J2K3D

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.
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.

Opportunity flags

0 tripped

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

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: SCHNEIDER DOWNS & CO., INC.
Auditor EIN: 251408703
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$88,424

$72,388+22.2%

$111,392-20.6%

$64,181+37.8%

Participation rate

95.3%

70.5%+24.8pp

78.9%+16.4pp

69.6%+25.7pp

Annual return

-4.96%

-1.50%-3.5pp

-2.06%-2.9pp

7.63%-12.6pp

Employer contribution / active EE

$8,153

$3,000+171.8%

$4,328+88.4%

$2,381+242.5%

Participant deferral / active EE

$10,568

$4,241+149.2%

$5,567+89.8%

$3,470+204.6%

Admin fee / account holder

$5,719-100.0%

$12,266-100.0%

$4,887-100.0%

Provider

Service type

Compensation

WELLS FARGO BANK, N.A.1 year

Filed as: WELLS FARGO

Service code 55

Other Commissions

$25,273

CRPS, INC1 year

Service code 13 · EIN 25-1802421

4000 TOWN CENTER BLVD SUITE 250 · CANONSBURG, PA 15317

Contract Administrator

$11,622

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: GREAT WEST LIFE & ANNUITY CO

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$800

WELLS FARGO BANK, N.A.1 year

Filed as: WELLS FARGO ADVISORS FIN

Service code 55

1 NORTH JEFFERSON AVE · ST LOUIS, MO 63103

Other Commissions

ARSENAL RESOURCES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ARSENAL RESOURCES 401(K) 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