Retirement plan

SOUTHERN STAR INVESTMENT PLAN

Name: SOUTHERN STAR CENTRAL GAS PIPELINE, INC. - SOUTHERN STAR INVESTMENT PLAN (2018) Form 5500
Creator: SOUTHERN STAR CENTRAL GAS PIPELINE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOUTHERN STAR INVESTMENT PLAN, SOUTHERN STAR CENTRAL GAS PIPELINE, INC.

SOUTHERN STAR CENTRAL GAS PIPELINE, INC.EIN 73-0183220Plan #006PY 2018

4700 HIGHWAY 56 - OWENSBORO, KY 42301270-852-5000sscgp.comLinkedIn501-1000 employeesoil & energy

Other plans on this EIN

2 filings

#007Retirement-$38.6M assets #005Retirement-$10.1M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$78.9M

-8.4% from 2017

Total participants

608

+7.8% from 2017

Average account balance

$131,510

-15.6% from 2017

Annual return

-3.39%

-22.55 pp from 2017

Benchmarks

See 672 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants250-999

Cohort672 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$160.93M

Not enough data

1 years with asset history on file

Average account balance

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

$219K

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.

735

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.

98.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$9.97M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+16.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$325

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 4 by compensation

Provider	Service type	Compensation
AMERICAN FUNDS1 year Filed as: ADVANCED CAPITAL GROUP Service code 27 50 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402	Advisory (Plan)	$28,500
ERNST & YOUNG LLP1 year Service code 10 PO BOX 640382 · PITTSBURGH, PA 15264	Accounting	$19,113
T ROWE PRICE RPS INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$3,170
CHARLES SCHWAB & CO., INC.1 year Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105	Direct payment from the plan; Shareho...	$1,802

Plan features & details

Pension benefit codes2E2F2G2J2K2R2T3D

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.
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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$53K

$100 / participant

Investment mgmt$29K53.6%
Other / not subdivided$25K46.4%

% of EOY assets

0.067%

all-in expense ratio

Categories reported

1 / 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: DEAN DORTON ALLEN FORD, PLLC
Auditor EIN: 273858252
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$131,510

$41,467+217.1%

$67,313+95.4%

$55,725+136.0%

Participation rate

98.5%

62.5%+36.0pp

69.1%+29.4pp

70.9%+27.6pp

Annual return

-3.39%

0.82%-4.2pp

-4.08%+0.7pp

244.93%-248.3pp

Employer contribution / active EE

$5,139

$1,316+290.3%

$2,566+100.3%

$2,078+147.3%

Participant deferral / active EE

$7,484

$2,399+211.9%

$3,568+109.7%

$3,356+123.0%

Admin fee / account holder

$89

$102-13.2%

$4,507-98.0%

$115-23.1%

Provider

Service type

Compensation

AMERICAN FUNDS1 year

Filed as: ADVANCED CAPITAL GROUP

Service code 27

50 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402

Advisory (Plan)

$28,500

ERNST & YOUNG LLP1 year

Service code 10

PO BOX 640382 · PITTSBURGH, PA 15264

Accounting

$19,113

T ROWE PRICE RPS INC2 years

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$3,170

CHARLES SCHWAB & CO., INC.1 year

Service code 33

211 MAIN STREET · SAN FRANCISCO, CA 94105

Direct payment from the plan; Shareho...

$1,802

SOUTHERN STAR INVESTMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SOUTHERN STAR INVESTMENT 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