Retirement plan

ENERGY PETROLEUM COMPANY RETIREMENT PLAN

Name: ENERGY PETROLEUM COMPANY - ENERGY PETROLEUM COMPANY RETIREMENT PLAN (2018) Form 5500
Creator: ENERGY PETROLEUM COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ENERGY PETROLEUM COMPANY RETIREMENT PLAN, ENERGY PETROLEUM COMPANY

ENERGY PETROLEUM COMPANYEIN 43-0725844Plan #002PY 2018

2130 KIENLEN AVENUE - ST LOUIS, MO 63121314-383-6828energypetroleum.comLinkedIn51-200 employeesoil & energy

Other plans on this EIN

1 filing

#003Retirement-$3.0M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.1M

+3.8% from 2017

Total participants

0.0% from 2017

Average account balance

$52,106

+3.8% from 2017

Annual return

7.10%

-3.66 pp from 2017

Benchmarks

See 9,277 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,277 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.74M

Not enough data

1 years with asset history on file

Average account balance

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

$30K

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.

169.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$147K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+10.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4924

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

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

$228K

$7346 / participant

Other / not subdivided$228K100.0%

% of EOY assets

10.926%

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

$52,106

$72,404-28.0%

$110,243-52.7%

$64,173-18.8%

Participation rate

100.0%

73.3%+26.7pp

79.8%+20.2pp

69.6%+30.4pp

Annual return

7.10%

-6.29%+13.4pp

314.76%-307.7pp

7.63%-0.5pp

Employer contribution / active EE

$3,270

$2,282+43.3%

$3,827-14.5%

$2,381+37.3%

Participant deferral / active EE

$1,890

$3,469-45.5%

$4,672-59.6%

$3,470-45.5%

Admin fee / account holder

$5,693

$5,664+0.5%

$8,548-33.4%

$4,887+16.5%

ENERGY PETROLEUM COMPANY RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ENERGY PETROLEUM COMPANY RETIREMENT 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