Retirement plan

PILGRIM ENERGY, LLC 401(K) PROFIT SHARING PLAN

Name: PILGRIM ENERGY, LLC - PILGRIM ENERGY, LLC 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: PILGRIM ENERGY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PILGRIM ENERGY, LLC 401(K) PROFIT SHARING PLAN, PILGRIM ENERGY, LLC

PILGRIM ENERGY, LLCEIN 36-4779666Plan #001PY 2017

3275 E. FLORENCE AVE. - HUNTINGTON PARK, CA 90255323-582-8191

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$105K

No prior year

Total participants

No prior year

Average account balance

$34,880

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 37,232 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,232 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$490K

Not enough data

1 years with asset history on file

Average account balance

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

$163K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$31K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+15.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2G2J

Plan features

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$163

$54 / participant

Other / not subdivided$163100.0%

% of EOY assets

0.156%

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

$34,880

$106,001-67.1%

$92,235-62.2%

$147,585-76.4%

Participation rate

100.0%

80.4%+19.6pp

76.5%+23.5pp

82.8%+17.2pp

Annual return

0.00%

50.05%-50.0pp

176.28%-176.3pp

578.56%-578.6pp

Employer contribution / active EE

$4,333-100.0%

$3,679-100.0%

$4,876-100.0%

Participant deferral / active EE

$34,933

$4,478+680.1%

$3,897+796.5%

$5,439+542.3%

Admin fee / account holder

$54

$6,332-99.1%

$5,194-99.0%

$10,885-99.5%

PILGRIM ENERGY, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PILGRIM ENERGY, LLC 401(K) PROFIT SHARING 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