Retirement plan

RED BALL OXYGEN CO., INC. RETIREMENT SAVINGS PLAN

Name: RED BALL OXYGEN CO., INC. - RED BALL OXYGEN CO., INC. RETIREMENT SAVINGS PLAN (2023) Form 5500
Creator: RED BALL OXYGEN CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RED BALL OXYGEN CO., INC. RETIREMENT SAVINGS PLAN, RED BALL OXYGEN CO., INC.

RED BALL OXYGEN CO., INC.EIN 72-0683236Plan #002PY 2023

PO BOX 7316 - SHREVEPORT, LA 71137318-425-6300redballoxygen.comLinkedIn201-500 employeesoil & energy

Prospect flagsHigh cashFailed to transmit contributions

How to read this page

Total assets (EOY)

$17.8M

+13.6% from 2022

Total participants

223

+4.7% from 2022

Average account balance

$103,757

+11.0% from 2022

Annual return

18.73%

+36.10 pp from 2022

Benchmarks

See 503 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants100-249

Cohort503 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$20.99M

Not enough data

1 years with asset history on file

Average account balance

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

$109K

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.

192

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.

63.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.66M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+14.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$29

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
FIDELITY INVESTMENTS INSTITUTIONAL9+ years Service code 37 · EIN 04-2647786	Loan Processing	$13,792

Plan features & details

Pension benefit codes2E2F2J2K3D2R

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).
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.
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

2 tripped

OpportunityHigh cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$14K

$72 / participant

Recordkeeping$14K100.0%

% of EOY assets

0.077%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: EISNERAMPER LLP
Auditor EIN: 871363769
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$103,757

$51,283+102.3%

$95,759+8.4%

$71,529+45.1%

Participation rate

73.2%

63.1%+10.1pp

72.3%+0.9pp

67.9%+5.2pp

Annual return

18.73%

25.25%-6.5pp

28.42%-9.7pp

28.97%-10.2pp

Employer contribution / active EE

$2,938

$1,817+61.7%

$2,836+3.6%

$2,590+13.4%

Participant deferral / active EE

$4,429

$3,365+31.6%

$4,244+4.4%

$4,291+3.2%

Admin fee / account holder

$80

$1,135-93.0%

$5,678-98.6%

$1,588-95.0%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL9+ years

Service code 37 · EIN 04-2647786

Loan Processing

$13,792

RED BALL OXYGEN CO., INC. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RED BALL OXYGEN CO., INC. 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