Retirement plan

TRIANGLE ROYALTY CORPORATION EMPLOYEES PROFIT SHARING PLAN

Name: TRIANGLE ROYALTY CORPORATION - TRIANGLE ROYALTY CORPORATION EMPLOYEES PROFIT SHARING PLAN (2015) Form 5500
Creator: TRIANGLE ROYALTY CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRIANGLE ROYALTY CORPORATION EMPLOYEES PROFIT SHARING PLAN, TRIANGLE ROYALTY CORPORATION

TRIANGLE ROYALTY CORPORATIONEIN 73-0486690Plan #001PY 2015

1019 WATERWOOD PARKWAY, SUITE A - EDMOND, OK 730345329405-340-4095LinkedIn1-10 employeesoil & energy

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1M

No prior year

Total participants

No prior year

Average account balance

$513,398

No prior year

Annual return

-0.52%

No prior year

Benchmarks

See 1,927 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants<25

Cohort1,927 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.84M

Not enough data

1 years with asset history on file

Average account balance

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

$921K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$54K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+9.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$48202

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$513,398

$112,300+357.2%

$90,223+469.0%

$125,389+309.4%

Participation rate

100.0%

82.9%+17.1pp

79.0%+21.0pp

83.2%+16.8pp

Annual return

-0.52%

-0.57%+0.1pp

1.31%-1.8pp

282.24%-282.8pp

Employer contribution / active EE

$17,752

$5,181+242.6%

$4,378+305.4%

$4,866+264.8%

Participant deferral / active EE

$11,240

$6,733+66.9%

$5,792+94.1%

$5,352+110.0%

Admin fee / account holder

$10,990-100.0%

$7,406-100.0%

$9,541-100.0%

TRIANGLE ROYALTY CORPORATION EMPLOYEES PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TRIANGLE ROYALTY CORPORATION EMPLOYEES PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion