Retirement plan

CORONADO COAL LLC 401(K) PROFIT SHARING PLAN

Name: CORONADO GROUP LLC - CORONADO COAL LLC 401(K) PROFIT SHARING PLAN (2017) 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 2017

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

Prospect flagsLow participationLow assets / participantCorrective distributions

How to read this page

Total assets (EOY)

$18.9M

+88.8% from 2016

Total participants

1,286

+19.3% from 2016

Average account balance

$25,504

+47.7% from 2016

Annual return

25.92%

+8.60 pp from 2016

Benchmarks

See 91 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants1,000-4,999

Cohort91 peers

Snapshot2017

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.3+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 25 · EIN 22-1146430	Directed Trustee	$11,550

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

3 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.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$12K

$10 / participant

Other / not subdivided$12K100.0%

% of EOY assets

0.061%

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

$25,504

$102,255-75.1%

$118,746-78.5%

$77,958-67.3%

Participation rate

53.6%

84.8%-31.2pp

78.3%-24.7pp

71.6%-18.0pp

Annual return

25.92%

65.05%-39.1pp

24.54%+1.4pp

20.87%+5.1pp

Employer contribution / active EE

$2,289

$4,931-53.6%

$4,193-45.4%

$2,310-0.9%

Participant deferral / active EE

$3,515

$5,974-41.2%

$5,332-34.1%

$3,537-0.6%

Admin fee / account holder

$16

$79-80.3%

$10,720-99.9%

$97-84.0%

Provider

Service type

Compensation

PNC BANK, N.A.3+ years

Filed as: PNC BANK, NATIONAL ASSOCIATION

Service code 25 · EIN 22-1146430

Directed Trustee

$11,550

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