Retirement plan

BISTI FUELS COMPANY, LLC UNION EMPLOYEES RETIREMENT SAVINGS PLAN

Name: BISTI FUELS COMPANY, LLC - BISTI FUELS COMPANY, LLC UNION EMPLOYEES RETIREMENT SAVINGS PLAN (2021) Form 5500
Creator: BISTI FUELS COMPANY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BISTI FUELS COMPANY, LLC UNION EMPLOYEES RETIREMENT SAVINGS PLAN, BISTI FUELS COMPANY, LLC

BISTI FUELS COMPANY, LLCEIN 47-4822674Plan #014PY 2021

385 INTERLOCKEN CRESCENT, SUITE 400 - BROOMFIELD, CO 80012720-566-2926

Other plans on this EIN

1 filing

#013Retirement-$3.2M assets

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$12.8M

No prior year

Total participants

281

No prior year

Average account balance

$49,785

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 190 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants250-999

Cohort190 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$24.05M

Not enough data

1 years with asset history on file

Average account balance

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

$87K

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.

278

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.

99.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.41M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+11.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$86

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
THE VANGUARD GROUP, INC.1+ years Service code 21 · EIN 23-1945930	Bank Trustee	$960

Plan features & details

Pension benefit codes2E2F2J2K2S2G

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.

Opportunity flags

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$480

$2 / participant

Other / not subdivided$480100.0%

% of EOY assets

0.004%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CROWE LLP
Auditor EIN: 350921680
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$49,785

$92,303-46.1%

$152,473-67.3%

$86,821-42.7%

Participation rate

91.6%

81.1%+10.6pp

78.2%+13.4pp

72.3%+19.3pp

Annual return

0.00%

531.69%-531.7pp

757.59%-757.6pp

97.94%-97.9pp

Employer contribution / active EE

$1,731

$3,748-53.8%

$4,326-60.0%

$2,406-28.1%

Participant deferral / active EE

$959

$5,599-82.9%

$5,817-83.5%

$4,132-76.8%

Admin fee / account holder

$150-98.8%

$15,811-100.0%

$170-98.9%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.1+ years

Service code 21 · EIN 23-1945930

Bank Trustee

$960

BISTI FUELS COMPANY, LLC UNION EMPLOYEES RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BISTI FUELS COMPANY, LLC UNION EMPLOYEES RETIREMENT SAVINGS 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