Retirement plan

SUBURBAN NATURAL GAS COMPANY 401 K PROFIT SHARING PLAN TRUST

Name: SUBURBAN NATURAL GAS COMPANY - SUBURBAN NATURAL GAS COMPANY 401 K PROFIT SHARING PLAN TRUST (2017) Form 5500
Creator: SUBURBAN NATURAL GAS COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUBURBAN NATURAL GAS COMPANY 401 K PROFIT SHARING PLAN TRUST, SUBURBAN NATURAL GAS COMPANY

SUBURBAN NATURAL GAS COMPANYEIN 34-6522657Plan #002PY 2017

2626 LEWIS CENTER RD - LEWIS CENTER, OH 430356147740-548-2450sngco.comLinkedIn11-50 employeesutilities

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$3.7M

+19.9% from 2016

Total participants

0.0% from 2016

Average account balance

$100,881

+10.1% from 2016

Annual return

16.77%

+8.71 pp from 2016

Benchmarks

See 538 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants25-99

Cohort538 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.06M

Not enough data

1 years with asset history on file

Average account balance

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

$120K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$364K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+12.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$37432

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

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 codes2E2F2G2J2T3D

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$180K

$5129 / participant

Other / not subdivided$180K100.0%

% of EOY assets

4.810%

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

$100,881

$75,963+32.8%

$97,995+2.9%

$70,126+43.9%

Participation rate

97.1%

77.0%+20.2pp

82.4%+14.8pp

69.5%+27.6pp

Annual return

16.77%

19.26%-2.5pp

23.94%-7.2pp

73.15%-56.4pp

Employer contribution / active EE

$4,286

$3,278+30.7%

$4,158+3.1%

$2,343+83.0%

Participant deferral / active EE

$3,569

$4,053-12.0%

$5,097-30.0%

$3,332+7.1%

Admin fee / account holder

$4,852

$5,407-10.3%

$5,943-18.4%

$4,645+4.4%

SUBURBAN NATURAL GAS COMPANY 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUBURBAN NATURAL GAS COMPANY 401 K PROFIT SHARING PLAN TRUST

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