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 (2019) 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 2019

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.9M

+25.1% from 2018

Total participants

+4.8% from 2018

Average account balance

$43,812

+19.4% from 2018

Annual return

19.15%

+24.60 pp from 2018

Benchmarks

See 1,927 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants25-99

Cohort1,927 peers

Snapshot2019

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

$64K

$2277 / participant

Other / not subdivided$64K100.0%

% of EOY assets

3.307%

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

$43,812

$58,851-25.6%

$115,167-62.0%

$72,976-40.0%

Participation rate

100.0%

65.5%+34.5pp

75.9%+24.1pp

69.5%+30.5pp

Annual return

19.15%

23.16%-4.0pp

35.60%-16.5pp

81.02%-61.9pp

Employer contribution / active EE

$2,239

$1,798+24.5%

$3,179-29.6%

$2,440-8.2%

Participant deferral / active EE

$3,319

$2,643+25.6%

$4,169-20.4%

$3,608-8.0%

Admin fee / account holder

$1,449

$6,370-77.3%

$7,089-79.6%

$5,124-71.7%

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