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 (2018) 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 2018

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

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$16.5M

-21.4% from 2017

Total participants

479

+16.8% from 2017

Average account balance

$37,742

-26.1% from 2017

Annual return

-3.62%

-21.10 pp from 2017

Benchmarks

See 5,340 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,340 peers

Snapshot2018

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

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 codes2E2F2G2J2T3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

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

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: PETERS & CHANDLERS, PC
Auditor EIN: 731078673
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$37,742

$73,102-48.4%

$123,552-69.5%

$56,287-32.9%

Participation rate

80.9%

74.3%+6.6pp

82.3%-1.4pp

69.9%+11.0pp

Annual return

-3.62%

3.01%-6.6pp

119.20%-122.8pp

-9.96%+6.3pp

Employer contribution / active EE

$444

$2,977-85.1%

$4,628-90.4%

$2,111-78.9%

Participant deferral / active EE

$5,417

$5,423-0.1%

$6,426-15.7%

$3,350+61.7%

Admin fee / account holder

$554-100.0%

$9,285-100.0%

$521-100.0%

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

COATES FIELD SERVICE, INC. EMPLOYEES' SAVINGS AND 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