Retirement plan

LANDMARK RESOURCES 401(K) PLAN

Name: LANDMARK RESOURCES - LANDMARK RESOURCES 401(K) PLAN (2020) 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 2020

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

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$985K

+49.7% from 2019

Total participants

0.0% from 2019

Average account balance

$328,450

+49.7% from 2019

Annual return

46.44%

-845.16 pp from 2019

Benchmarks

See 139 peers

Peer group

Industryany (size+type match)

Plan typeDB + DC

Participants<25

Cohort139 peers

Snapshot2020

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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$328,450

$669,896-51.0%

$3,260,465-89.9%

$669,896-51.0%

Participation rate

100.0%

90.5%+9.5pp

85.7%+14.3pp

90.5%+9.5pp

Annual return

46.44%

11.25%+35.2pp

32.92%+13.5pp

11.25%+35.2pp

Employer contribution / active EE

$4,693

$23,407-80.0%

$23,237-79.8%

$23,407-80.0%

Participant deferral / active EE

$2,399

$8,339-71.2%

$8,486-71.7%

$8,339-71.2%

Admin fee / account holder

$52,310-100.0%

$530,422-100.0%

$52,310-100.0%

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