Retirement plan

EMPLOYEE BENEFIT PLAN OF TRI ENERGY COOPERATIVE D/B/A FARMERS UNION OIL COM

Name: TRI ENERGY COOPERATIVE D/B/A FARMER S UNION OIL COMPANY OF BISMARCK/MA - EMPLOYEE BENEFIT PLAN OF TRI ENERGY COOPERATIVE D/B/A FARMERS UNION OIL COM (2017) Form 5500
Creator: TRI ENERGY COOPERATIVE D/B/A FARMER S UNION OIL COMPANY OF BISMARCK/MA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF TRI ENERGY COOPERATIVE D/B/A FARMERS UNION OIL COM, TRI ENERGY COOPERATIVE D/B/A FARMER S UNION OIL COMPANY OF BISMARCK/MA

TRI ENERGY COOPERATIVE D/B/A FARMER S UNION OIL COMPANY OF BISMARCK/MAEIN 45-0132610Plan #001PY 2017

219 N 20TH ST - BISMARCK, ND 585014736701-223-8707cenexcarcare.comLinkedIn11-50 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.7M

+21.4% from 2016

Total participants

-5.3% from 2016

Average account balance

$46,829

+24.7% from 2016

Annual return

13.34%

+6.02 pp from 2016

Benchmarks

See 4,832 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort4,832 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.03M

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.

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.

137.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$232K

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

+12.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$742

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 codes2F2T3D

Plan features

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).
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

$17K

$708 / participant

Other / not subdivided$17K100.0%

% of EOY assets

1.008%

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

$46,829

$149,679-68.7%

$117,039-60.0%

$147,586-68.3%

Participation rate

100.0%

83.5%+16.5pp

77.2%+22.8pp

82.8%+17.2pp

Annual return

13.34%

19.31%-6.0pp

18.95%-5.6pp

578.59%-565.3pp

Employer contribution / active EE

$2,229

$4,937-54.9%

$3,785-41.1%

$4,876-54.3%

Participant deferral / active EE

$3,071

$4,912-37.5%

$3,929-21.8%

$5,439-43.5%

Admin fee / account holder

$472

$7,856-94.0%

$5,974-92.1%

$10,886-95.7%

EMPLOYEE BENEFIT PLAN OF TRI ENERGY COOPERATIVE D/B/A FARMERS UNION OIL COM

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF TRI ENERGY COOPERATIVE D/B/A FARMERS UNION OIL COM

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