Retirement plan

COMPASS COMPRESSION SOLUTIONS, INC. 401(K) PLAN

Name: COMPASS COMPRESSION SOLUTIONS, INC. - COMPASS COMPRESSION SOLUTIONS, INC. 401(K) PLAN (2016) Form 5500
Creator: COMPASS COMPRESSION SOLUTIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMPASS COMPRESSION SOLUTIONS, INC. 401(K) PLAN, COMPASS COMPRESSION SOLUTIONS, INC.

COMPASS COMPRESSION SOLUTIONS, INC.EIN 33-1223629Plan #001PY 2016

341 EAST E STREET, SUITE 105 - CASPER, WY 82601307-333-6959

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$226K

+199.6% from 2015

Total participants

-28.6% from 2015

Average account balance

$28,244

+162.2% from 2015

Annual return

140.79%

+140.79 pp from 2015

Benchmarks

See 2,108 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants<25

Cohort2,108 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.78M

Not enough data

1 years with asset history on file

Average account balance

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

$29K

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.

196

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.

62.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.37M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+15.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$221

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

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$17K

$2468 / participant

Other / not subdivided$17K100.0%

% of EOY assets

7.645%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$28,244

$132,310-78.7%

$105,754-73.3%

$273,972-89.7%

Participation rate

71.4%

83.2%-11.8pp

78.9%-7.5pp

83.0%-11.6pp

Annual return

140.79%

10.08%+130.7pp

12.25%+128.5pp

41.46%+99.3pp

Employer contribution / active EE

$2,343

$4,867-51.9%

$4,079-42.6%

$4,869-51.9%

Participant deferral / active EE

$6,240

$6,233+0.1%

$5,326+17.2%

$5,287+18.0%

Admin fee / account holder

$2,159

$12,036-82.1%

$8,309-74.0%

$10,133-78.7%

COMPASS COMPRESSION SOLUTIONS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMPASS COMPRESSION SOLUTIONS, INC. 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