Retirement plan

BAY ROCK OPERATING COMPANY 401K PLAN

Name: BAY ROCK OPERATING COMPANY - BAY ROCK OPERATING COMPANY 401K PLAN (2016) 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 2016

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

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$2.1M

+10.7% from 2015

Total participants

0.0% from 2015

Average account balance

$422,927

+10.7% from 2015

Annual return

3.92%

-0.12 pp from 2015

Benchmarks

See 2,108 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants<25

Cohort2,108 peers

Snapshot2016

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

2 tripped

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

$422,927

$132,310+219.6%

$105,754+299.9%

$273,972+54.4%

Participation rate

100.0%

83.2%+16.8pp

78.9%+21.1pp

83.0%+17.0pp

Annual return

3.92%

10.08%-6.2pp

12.25%-8.3pp

41.46%-37.5pp

Employer contribution / active EE

$26,664

$4,867+447.9%

$4,079+553.7%

$4,869+447.7%

Participant deferral / active EE

$16,575

$6,233+165.9%

$5,326+211.2%

$5,287+213.5%

Admin fee / account holder

$12,036-100.0%

$8,309-100.0%

$10,133-100.0%

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