Retirement plan

COATES FIELD SERVICE, INC. EMPLOYEES' SAVINGS AND PROFIT SHARING PLAN

Name: COATES FIELD SERVICE, INC. - COATES FIELD SERVICE, INC. EMPLOYEES' SAVINGS AND PROFIT SHARING PLAN (2015) Form 5500
Creator: COATES FIELD SERVICE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COATES FIELD SERVICE, INC. EMPLOYEES' SAVINGS AND PROFIT SHARING PLAN, COATES FIELD SERVICE, INC.

COATES FIELD SERVICE, INC.EIN 73-0574212Plan #001PY 2015

4800 N. SANTA FE - OKLAHOMA CITY, OK 73118405-528-5676coatesfs.comLinkedIn201-500 employeesreal estate

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$18.6M

No prior year

Total participants

378

No prior year

Average account balance

$49,462

No prior year

Annual return

2.52%

No prior year

Benchmarks

See 2,331 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,331 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$15.12M

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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.

248

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.

74.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.04M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+13.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$406

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 2 by compensation

Provider	Service type	Compensation
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632	Other Services	$35,299
PETERS & CHANDLER, P.C.1+ years Service code 10 · EIN 73-1078673	Accounting	$20,000

Plan features & details

Pension benefit codes2E2F2J3D

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.
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

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$17K

$57 / participant

Other / not subdivided$17K100.0%

% of EOY assets

0.092%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: PETERS & CHANDLERS, P.C.
Auditor EIN: 731078673
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$49,462

$88,324-44.0%

$115,038-57.0%

$55,191-10.4%

Participation rate

99.7%

72.5%+27.1pp

81.4%+18.3pp

69.2%+30.5pp

Annual return

2.52%

6.30%-3.8pp

26.14%-23.6pp

10.78%-8.3pp

Employer contribution / active EE

$415

$2,805-85.2%

$4,608-91.0%

$1,899-78.1%

Participant deferral / active EE

$4,275

$5,042-15.2%

$6,026-29.1%

$3,046+40.3%

Admin fee / account holder

$46

$105-56.7%

$8,175-99.4%

$91-49.7%

Provider

Service type

Compensation

MORGAN STANLEY SMITH BARNEY1+ years

Filed as: MORGAN STANLEY SMITH BARNEY LLC

Service code 49 · EIN 26-4310632

Other Services

$35,299

PETERS & CHANDLER, P.C.1+ years

Service code 10 · EIN 73-1078673

Accounting

$20,000

COATES FIELD SERVICE, INC. EMPLOYEES' SAVINGS AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COATES FIELD SERVICE, INC. EMPLOYEES' SAVINGS AND PROFIT SHARING 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