Retirement plan

CORONADO COAL LLC 401(K) PROFIT SHARING PLAN

Name: CORONADO GROUP LLC - CORONADO COAL LLC 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: CORONADO GROUP LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CORONADO COAL LLC 401(K) PROFIT SHARING PLAN, CORONADO GROUP LLC

CORONADO GROUP LLCEIN 45-2984211Plan #001PY 2016

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

Prospect flagsLow participationLow assets / participant

How to read this page

Total assets (EOY)

$10M

+44.9% from 2015

Total participants

1,078

+47.3% from 2015

Average account balance

$17,262

-13.3% from 2015

Annual return

17.32%

+15.59 pp from 2015

Benchmarks

See 190 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants250-999

Cohort190 peers

Snapshot2016

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 1 by compensation

Provider	Service type	Compensation
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 25 · EIN 25-1211909	Directed Trustee	$9,473

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$9K

$10 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.095%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: KPMG LLP
Auditor EIN: 135565207
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$17,262

$66,750-74.1%

$105,754-83.7%

$57,658-70.1%

Participation rate

49.6%

79.2%-29.6pp

78.9%-29.3pp

70.2%-20.6pp

Annual return

17.32%

10.99%+6.3pp

12.25%+5.1pp

5.13%+12.2pp

Employer contribution / active EE

$1,520

$3,766-59.6%

$4,079-62.7%

$1,974-23.0%

Participant deferral / active EE

$2,437

$4,933-50.6%

$5,326-54.2%

$3,061-20.4%

Admin fee / account holder

$16

$88-81.4%

$8,309-99.8%

$95-82.7%

Provider

Service type

Compensation

PNC BANK, N.A.2+ years

Filed as: PNC BANK, NATIONAL ASSOCIATION

Service code 25 · EIN 25-1211909

Directed Trustee

$9,473

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