Retirement plan

LANDMARK RESOURCES 401(K) PLAN

Name: LANDMARK RESOURCES - LANDMARK RESOURCES 401(K) PLAN (2019) Form 5500
Creator: LANDMARK RESOURCES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LANDMARK RESOURCES 401(K) PLAN, LANDMARK RESOURCES

LANDMARK RESOURCESEIN 47-3844824Plan #001PY 2019

1111 N NORTHSHORE DR STE P250 - KNOXVILLE, TN 379194088865-415-2062

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$658K

+1034.4% from 2018

Total participants

+50.0% from 2018

Average account balance

$219,454

+656.3% from 2018

Annual return

891.59%

+901.74 pp from 2018

Benchmarks

See 173 peers

Peer group

Industryany (size+type match)

Plan typeDB + DC

Participants<25

Cohort173 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.11M

Not enough data

1 years with asset history on file

Average account balance

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

$1.1M

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$37K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+26.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2007

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 codes1A2G2J2R

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

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

$219,454

$483,246-54.6%

$1,118,625-80.4%

$483,246-54.6%

Participation rate

100.0%

93.7%+6.3pp

100.0%0pp

93.7%+6.3pp

Annual return

891.59%

24.97%+866.6pp

64.20%+827.4pp

24.97%+866.6pp

Employer contribution / active EE

$4,608

$28,334-83.7%

$23,670-80.5%

$28,334-83.7%

Participant deferral / active EE

$23,019

$7,967+188.9%

$10,324+123.0%

$7,967+188.9%

Admin fee / account holder

$20,852-100.0%

$27,347-100.0%

$20,852-100.0%

LANDMARK RESOURCES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

LANDMARK RESOURCES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion