Retirement plan

STAND ENERGY CORPORATION 401(K) PLAN

Name: STAND ENERGY CORPORATION - STAND ENERGY CORPORATION 401(K) PLAN (2016) Form 5500
Creator: STAND ENERGY CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STAND ENERGY CORPORATION 401(K) PLAN, STAND ENERGY CORPORATION

STAND ENERGY CORPORATIONEIN 61-1065157Plan #001PY 2016

1077 CELESTIAL STREET, SUITE 110 - CINCINNATI, OH 452021629513-621-1113stand-energy.comLinkedIn11-50 employeesoil & energy

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$2.4M

+6.4% from 2015

Total participants

-2.7% from 2015

Average account balance

$83,816

+10.1% from 2015

Annual return

5.70%

+4.50 pp from 2015

Benchmarks

See 530 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants25-99

Cohort530 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.93M

Not enough data

1 years with asset history on file

Average account balance

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

$237K

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.

92.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$346K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+11.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7440

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 codes2E2F2G2J2T3D

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.

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$188K

$5875 / participant

Other / not subdivided$188K100.0%

% of EOY assets

7.734%

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

$83,816

$66,764+25.5%

$88,497-5.3%

$62,881+33.3%

Participation rate

78.1%

77.3%+0.9pp

82.4%-4.3pp

69.3%+8.8pp

Annual return

5.70%

10.37%-4.7pp

7.63%-1.9pp

20.14%-14.4pp

Employer contribution / active EE

$664

$3,077-78.4%

$4,036-83.6%

$2,281-70.9%

Participant deferral / active EE

$5,673

$3,976+42.7%

$4,899+15.8%

$3,203+77.1%

Admin fee / account holder

$6,483

$4,668+38.9%

$6,220+4.2%

$4,296+50.9%

STAND ENERGY CORPORATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STAND ENERGY CORPORATION 401(K) 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