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 (2017) 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 2017

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)

$20.9M

+12.5% from 2016

Total participants

410

+4.9% from 2016

Average account balance

$51,068

+7.3% from 2016

Annual return

17.48%

+10.08 pp from 2016

Benchmarks

See 2,615 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,615 peers

Snapshot2017

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 3 by compensation

Provider	Service type	Compensation
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632	Other Services	$39,251
M.R. MEYERS & ASSOCIATES PC2 years Service code 29 · EIN 73-1431648	Legal	$13,865
PETERS & CHANDLER, P.C.3+ years Service code 10 · EIN 73-1078673	Accounting	$6,000

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

$15K

$49 / participant

Other / not subdivided$15K100.0%

% of EOY assets

0.072%

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, PC
Auditor EIN: 731078673
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$51,068

$155,795-67.2%

$136,298-62.5%

$69,631-26.7%

Participation rate

100.0%

75.2%+24.8pp

81.9%+18.1pp

70.7%+29.3pp

Annual return

17.48%

232464.33%-232446.9pp

5156.27%-5138.8pp

27571.02%-27553.5pp

Employer contribution / active EE

$526

$2,991-82.4%

$4,696-88.8%

$2,032-74.1%

Participant deferral / active EE

$4,076

$5,394-24.4%

$6,247-34.8%

$3,224+26.4%

Admin fee / account holder

$37

$128-71.5%

$9,244-99.6%

$110-66.9%

Provider

Service type

Compensation

MORGAN STANLEY SMITH BARNEY3+ years

Filed as: MORGAN STANLEY SMITH BARNEY LLC

Service code 49 · EIN 26-4310632

Other Services

$39,251

M.R. MEYERS & ASSOCIATES PC2 years

Service code 29 · EIN 73-1431648

Legal

$13,865

PETERS & CHANDLER, P.C.3+ years

Service code 10 · EIN 73-1078673

Accounting

$6,000

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