Retirement plan

CORONADO COAL LLC 401(K) PROFIT SHARING PLAN

Name: CORONADO COAL LLC - CORONADO COAL LLC 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: CORONADO COAL LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CORONADO COAL LLC 401(K) PROFIT SHARING PLAN, CORONADO COAL LLC

CORONADO COAL LLCEIN 45-2984211Plan #001PY 2024

100 BILL BAKER WAY - BECKLEY, WV 25801304-392-1000coronadocoal.comLinkedIn201-500 employeesmining & metals

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$75.7M

+19.9% from 2023

Total participants

1,562

+6.3% from 2023

Average account balance

$81,837

+22.7% from 2023

Annual return

13.39%

-3.42 pp from 2023

Benchmarks

See 67 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants1,000-4,999

Cohort67 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$75.70M

Not enough data

1 years with asset history on file

Average account balance

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

$82K

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.

925

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.

56.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$13.27M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+13.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$213

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969	Recordkeeping	$108,295
PNC BANK, N.A.3 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430	Advisory (Plan)	$68,763
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131	Trustee (discretionary); Trustee (ind...	$19,586

Plan features & details

Pension benefit codes2E2G2J2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$197K

$134 / participant

Recordkeeping$31K15.6%
Trustee / custodial$20K10.0%
Investment mgmt$69K35.0%
Contract admin$78K39.5%

% of EOY assets

0.260%

all-in expense ratio

Categories reported

4 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ERNST AND YOUNG LLP
Auditor EIN: 346565596
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$81,837

$139,767-41.4%

$153,643-46.7%

$199,960-59.1%

Participation rate

56.5%

85.1%-28.6pp

77.1%-20.6pp

72.0%-15.5pp

Annual return

13.39%

20.59%-7.2pp

15.71%-2.3pp

34.28%-20.9pp

Employer contribution / active EE

$3,928

$6,517-39.7%

$5,039-22.1%

$3,036+29.4%

Participant deferral / active EE

$5,130

$8,055-36.3%

$6,754-24.0%

$5,087+0.9%

Admin fee / account holder

$213

$98+117.2%

$12,739-98.3%

$269-21.1%

Provider

Service type

Compensation

NEWPORT GROUP, INC.6 years

Service code 15 · EIN 27-2037969

Recordkeeping

$108,295

PNC BANK, N.A.3 years

Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT

Service code 27 · EIN 22-1146430

Advisory (Plan)

$68,763

NEWPORT GROUP, INC.2 years

Filed as: NEWPORT TRUST COMPANY

Service code 20 · EIN 27-4411131

Trustee (discretionary); Trustee (ind...

$19,586

CORONADO COAL LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CORONADO COAL 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