Retirement plan

SLAWSON COMPANIES, INC. TAX ADVANTAGE PLAN

Name: SLAWSON COMPANIES, INC. - SLAWSON COMPANIES, INC. TAX ADVANTAGE PLAN (2017) Form 5500
Creator: SLAWSON COMPANIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SLAWSON COMPANIES, INC. TAX ADVANTAGE PLAN, SLAWSON COMPANIES, INC.

SLAWSON COMPANIES, INC.EIN 48-0943839Plan #002PY 2017

727 N. WACO, #400 - WICHITA, KS 672033900316-263-3201LinkedIn51-200 employeesoil & energy

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$7.7M

+12.3% from 2016

Total participants

203

0.0% from 2016

Average account balance

$101,161

+7.8% from 2016

Annual return

15.89%

+6.75 pp from 2016

Benchmarks

See 5,160 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,160 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$15.83M

Not enough data

1 years with asset history on file

Average account balance

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

$176K

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.

32.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$820K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+15.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11414

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

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290	Contract Administrator	$11,124
CAMBRIDGE INVESTMENT RESEARCH2+ years Service code 27 · EIN 42-1445429	Advisory (Plan)	$9,959
FIDELITY INVESTMENTS INSTITUTIONAL1 year Service code 37 · EIN 04-2647786	Loan Processing	$456

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

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

Expense breakdown

Schedule H Part II

Admin total

$22K

$108 / participant

Other / not subdivided$22K100.0%

% of EOY assets

0.280%

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: GJ & COMPANY, LLC
Auditor EIN: 480970195
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$101,161

$80,753+25.3%

$136,298-25.8%

$62,293+62.4%

Participation rate

36.2%

73.5%-37.4pp

81.9%-45.7pp

69.5%-33.3pp

Annual return

15.89%

35.83%-19.9pp

5156.27%-5140.4pp

28.90%-13.0pp

Employer contribution / active EE

$2,884-100.0%

$4,696-100.0%

$2,042-100.0%

Participant deferral / active EE

$2,932

$5,164-43.2%

$6,247-53.1%

$3,169-7.5%

Admin fee / account holder

$283

$525-46.1%

$9,244-96.9%

$479-40.9%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY3+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$11,124

CAMBRIDGE INVESTMENT RESEARCH2+ years

Service code 27 · EIN 42-1445429

Advisory (Plan)

$9,959

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Service code 37 · EIN 04-2647786

Loan Processing

$456

SLAWSON COMPANIES, INC. TAX ADVANTAGE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SLAWSON COMPANIES, INC. TAX ADVANTAGE 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