Retirement plan

7-ELEVEN STORES OF OKLAHOMA 401(K) PLAN

Name: 7-ELEVEN STORES OF OKLAHOMA - 7-ELEVEN STORES OF OKLAHOMA 401(K) PLAN (2016) Form 5500
Creator: 7-ELEVEN STORES OF OKLAHOMA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 7-ELEVEN STORES OF OKLAHOMA 401(K) PLAN, 7-ELEVEN STORES OF OKLAHOMA

7-ELEVEN STORES OF OKLAHOMAEIN 73-0605594Plan #002PY 2016

2021 S MACARTHUR BLVD - OKLAHOMA CITY, OK 731281630405-682-5711

Other plans on this EIN

1 filing

#001Retirement-$23.4M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$16.8M

+10.1% from 2015

Total participants

850

+4.4% from 2015

Average account balance

No prior year

Annual return

6.09%

+6.93 pp from 2015

Benchmarks

See 1,184 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants250-999

Cohort1,184 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.63M

Not enough data

1 years with asset history on file

Average account balance

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

$43K

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.

176

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.

94.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$55

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 1 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD FUNDS Service code 28 · EIN 23-1999755 PO BOX 2600 · VALLEY FORGE, PA 19482	Investment Management	$0

Plan features & details

Pension benefit codes2J2K3D

Plan features

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.
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

$35K

$63 / participant

Investment mgmt$32K91.7%
Other / not subdivided$3K8.3%

% of EOY assets

0.209%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: SCHMIDT & ASSOCIATES, CPA
Auditor EIN: 200214242
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$37,044-100.0%

$71,796-100.0%

$57,658-100.0%

Participation rate

0.0%

61.1%-61.1pp

69.1%-69.1pp

70.2%-70.2pp

Annual return

6.09%

12.64%-6.6pp

78.04%-71.9pp

5.13%+1.0pp

Employer contribution / active EE

$1,193

$720+65.6%

$1,924-38.0%

$1,974-39.6%

Participant deferral / active EE

$2,063

$1,974+4.5%

$2,794-26.2%

$3,061-32.6%

Admin fee / account holder

$101-100.0%

$4,815-100.0%

$95-100.0%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.2+ years

Filed as: VANGUARD FUNDS

Service code 28 · EIN 23-1999755

PO BOX 2600 · VALLEY FORGE, PA 19482

Investment Management

7-ELEVEN STORES OF OKLAHOMA 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

7-ELEVEN STORES OF OKLAHOMA 401(K) 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