Retirement plan

GARRETT ENTITIES SALARY DEFERRAL & PROFIT SHARING PLAN

Name: GARRETT AND COMPANY RESOURCES, LLC - GARRETT ENTITIES SALARY DEFERRAL & PROFIT SHARING PLAN (2017) Form 5500
Creator: GARRETT AND COMPANY RESOURCES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GARRETT ENTITIES SALARY DEFERRAL & PROFIT SHARING PLAN, GARRETT AND COMPANY RESOURCES, LLC

GARRETT AND COMPANY RESOURCES, LLCEIN 73-1586013Plan #002PY 2017

9701 BROADWAY EXT - OKLAHOMA CITY, OK 731146316405-840-3371LinkedIn51-200 employeesoil & energy

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$8.4M

-30.0% from 2016

Total participants

0.0% from 2016

Average account balance

$156,402

-28.7% from 2016

Annual return

14.91%

+7.17 pp from 2016

Benchmarks

See 849 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants25-99

Cohort849 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.28M

Not enough data

1 years with asset history on file

Average account balance

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

$281K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$443K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+8.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$49654

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 codes2E2J3B3H

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$8K

$239 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.099%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$156,402

$79,557+96.6%

$118,746+31.7%

$70,126+123.0%

Participation rate

97.1%

71.4%+25.8pp

78.3%+18.9pp

69.5%+27.6pp

Annual return

14.91%

25.64%-10.7pp

24.54%-9.6pp

73.15%-58.2pp

Employer contribution / active EE

$2,636

$2,861-7.9%

$4,193-37.1%

$2,343+12.5%

Participant deferral / active EE

$4,089-100.0%

$5,332-100.0%

$3,332-100.0%

Admin fee / account holder

$155

$5,374-97.1%

$10,720-98.6%

$4,645-96.7%

GARRETT ENTITIES SALARY DEFERRAL & PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GARRETT ENTITIES SALARY DEFERRAL & 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