Retirement plan

ORCHARD PARK RESOURCES 401(K) PROFIT SHARING PLAN

Name: ORCHARD PARK RESOURCES - ORCHARD PARK RESOURCES 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: ORCHARD PARK RESOURCES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ORCHARD PARK RESOURCES 401(K) PROFIT SHARING PLAN, ORCHARD PARK RESOURCES

ORCHARD PARK RESOURCESEIN 55-0360198Plan #001PY 2016

1 ORCHARD ROAD - WHEELING, WV 260036674304-233-2367LinkedIn1-10 employeesindividual & family services

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$909K

+14.8% from 2015

Total participants

0.0% from 2015

Average account balance

$19,338

+19.7% from 2015

Annual return

7.48%

+7.56 pp from 2015

Benchmarks

See 7,815 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,815 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$636K

Not enough data

1 years with asset history on file

Average account balance

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

$24K

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.

32.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$58K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$716

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

+10.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1725

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 codes2E2F2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$10K

$272 / participant

Other / not subdivided$10K100.0%

% of EOY assets

1.077%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$19,338

$48,078-59.8%

$78,676-75.4%

$62,881-69.2%

Participation rate

63.9%

65.2%-1.3pp

73.6%-9.7pp

69.3%-5.4pp

Annual return

7.48%

31.36%-23.9pp

62.19%-54.7pp

20.14%-12.7pp

Employer contribution / active EE

$888

$2,015-55.9%

$2,850-68.8%

$2,281-61.1%

Participant deferral / active EE

$884

$2,587-65.8%

$3,517-74.9%

$3,203-72.4%

Admin fee / account holder

$208

$3,206-93.5%

$4,510-95.4%

$4,296-95.1%

ORCHARD PARK RESOURCES 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ORCHARD PARK RESOURCES 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