Retirement plan

BAY ROCK OPERATING COMPANY 401K PLAN

Name: BAY ROCK OPERATING COMPANY - BAY ROCK OPERATING COMPANY 401K PLAN (2015) Form 5500
Creator: BAY ROCK OPERATING COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BAY ROCK OPERATING COMPANY 401K PLAN, BAY ROCK OPERATING COMPANY

BAY ROCK OPERATING COMPANYEIN 74-2313386Plan #001PY 2015

PO BOX 12468 - SAN ANTONIO, TX 782120468210-735-8400LinkedIn1-10 employeesoil & energy

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.9M

No prior year

Total participants

No prior year

Average account balance

$382,026

No prior year

Annual return

4.04%

No prior year

Benchmarks

See 1,927 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants<25

Cohort1,927 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$51K

Not enough data

1 years with asset history on file

Average account balance

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

$13K

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.

200.0%

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

+4.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2704

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 codes2E2J2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$382,026

$112,300+240.2%

$90,223+323.4%

$125,389+204.7%

Participation rate

100.0%

82.9%+17.1pp

79.0%+21.0pp

83.2%+16.8pp

Annual return

4.04%

-0.57%+4.6pp

1.31%+2.7pp

282.24%-278.2pp

Employer contribution / active EE

$18,602

$5,181+259.0%

$4,378+324.9%

$4,866+282.3%

Participant deferral / active EE

$11,950

$6,733+77.5%

$5,792+106.3%

$5,352+123.3%

Admin fee / account holder

$10,990-100.0%

$7,406-100.0%

$9,541-100.0%

BAY ROCK OPERATING COMPANY 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BAY ROCK OPERATING COMPANY 401K 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