Retirement plan

COMPASS PRODUCTION SERVICES 401(K) PLAN

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

COMPASS PRODUCTION SERVICES, LLCEIN 30-0807453Plan #001PY 2018

5555 EAST 71ST STREET, SUITE 8200 - TULSA, OK 74136972-483-2224

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$9.5M

-11.0% from 2017

Total participants

103

-8.8% from 2017

Average account balance

$92,326

-4.1% from 2017

Annual return

-5.22%

-19.02 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

$9.08M

Not enough data

1 years with asset history on file

Average account balance

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

$154K

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.

173.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$207K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+9.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17658

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 2 by compensation

Provider	Service type	Compensation
PRUDENTIAL RETIREMENT INSURANCE AND4+ years Service code 13 · EIN 06-1050034	Contract Administrator	$3,141
PRUDENTIAL RETIREMENT INSURANCE AND4+ years Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15	Recordkeeping	$0

Plan features & details

Pension benefit codes3D2T2S2E2F2J2K

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).
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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual plan.

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: HOGANTAYLOR LLP
Auditor EIN: 731413977
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$92,326

$72,388+27.5%

$111,392-17.1%

$64,181+43.9%

Participation rate

100.0%

70.5%+29.5pp

78.9%+21.1pp

69.6%+30.4pp

Annual return

-5.22%

-1.50%-3.7pp

-2.06%-3.2pp

7.63%-12.9pp

Employer contribution / active EE

$5,059

$3,000+68.7%

$4,328+16.9%

$2,381+112.5%

Participant deferral / active EE

$7,070

$4,241+66.7%

$5,567+27.0%

$3,470+103.8%

Admin fee / account holder

-$3

$5,719-100.0%

$12,266-100.0%

$4,887-100.1%

Provider

Service type

Compensation

PRUDENTIAL RETIREMENT INSURANCE AND4+ years

Service code 13 · EIN 06-1050034

Contract Administrator

$3,141

PRUDENTIAL RETIREMENT INSURANCE AND4+ years

Filed as: THE PRUDENTIAL INSURANCE COMPANY OF

Service code 15

Recordkeeping

COMPASS PRODUCTION SERVICES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMPASS PRODUCTION SERVICES 401(K) 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