Retirement plan

SWIRE COMPANIES 401K PLAN

Name: SWIRE OILFIELD SERVICES, L.L.C. - SWIRE COMPANIES 401K PLAN (2016) Form 5500
Creator: SWIRE OILFIELD SERVICES, L.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SWIRE COMPANIES 401K PLAN, SWIRE OILFIELD SERVICES, L.L.C.

SWIRE OILFIELD SERVICES, L.L.C.EIN 72-0919609Plan #001PY 2016

28420 HARDY TOLL ROAD, STE. 100 - SPRING, TX 77373985-851-6741

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$4.2M

-38.1% from 2015

Total participants

128

-67.5% from 2015

Average account balance

$33,659

+90.2% from 2015

Annual return

5.79%

+5.26 pp from 2015

Benchmarks

See 3,383 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort3,383 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.19M

Not enough data

1 years with asset history on file

Average account balance

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

$127K

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.

140.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$540K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+18.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1314

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 codes2E2F2G2J

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$29K

$382 / participant

Other / not subdivided$29K100.0%

% of EOY assets

0.690%

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: LAPORTE, A PUBLIC ACCOUNTING CORP.
Auditor EIN: 721088864
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$33,659

$56,054-40.0%

$171,082-80.3%

$62,881-46.5%

Participation rate

96.1%

62.9%+33.2pp

76.7%+19.4pp

69.3%+26.7pp

Annual return

5.79%

22.52%-16.7pp

32.56%-26.8pp

20.14%-14.4pp

Employer contribution / active EE

$4,957

$1,731+186.3%

$4,002+23.9%

$2,281+117.3%

Participant deferral / active EE

$4,935

$3,158+56.3%

$4,797+2.9%

$3,203+54.1%

Admin fee / account holder

$232

$3,647-93.6%

$8,520-97.3%

$4,296-94.6%

SWIRE COMPANIES 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SWIRE COMPANIES 401K 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