Retirement plan

TRICO INDUSTRIES, INC. RETIREMENT PLAN

Name: WEATHERFORD ARTIFICIAL LIFT SYSTEMS, LLC - TRICO INDUSTRIES, INC. RETIREMENT PLAN (2016) Form 5500
Creator: WEATHERFORD ARTIFICIAL LIFT SYSTEMS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRICO INDUSTRIES, INC. RETIREMENT PLAN, WEATHERFORD ARTIFICIAL LIFT SYSTEMS, LLC

WEATHERFORD ARTIFICIAL LIFT SYSTEMS, LLCEIN 75-2204250Plan #001PY 2016

2000 ST. JAMES PLACE - HOUSTON, TX 77056713-836-4000LinkedIn501-1000 employees

Prospect flagsHigh retiree %

How to read this page

Total assets (EOY)

$8.4M

+0.2% from 2015

Total participants

383

-8.8% from 2015

Average account balance

No prior year

Annual return

6.63%

+6.99 pp from 2015

Benchmarks

See 21 peers

Peer group

Industryany (size+type match)

Plan typeDB + DC

Participants25-99

Cohort21 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.95M

Not enough data

1 years with asset history on file

Average account balance

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

$24K

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.

203

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.

0.0%

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

+3.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

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Service providers

Top 1 by compensation

Provider	Service type	Compensation
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 15 · EIN 94-1687665	Recordkeeping	$13,197

Enrolled actuary

1 attachment

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Plan features & details

Pension benefit codes1A1I2A3H

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
1I
Frozen plan
As of the last day of the plan year the plan provides that no participant will get any new benefit accrual whether because of service or compensation.
2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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

InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II

Admin total

$15K

$349 / participant

Other / not subdivided$15K100.0%

% of EOY assets

0.179%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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: MELTON & MELTON, LLP
Auditor EIN: 741550819
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$24,209-100.0%

Participation rate

0.0%

93.3%-93.3pp

Annual return

6.63%

3.91%+2.7pp

1.57%+5.1pp

3.91%+2.7pp

Employer contribution / active EE

$5,814

$8,642-32.7%

$4,402+32.1%

$8,642-32.7%

Participant deferral / active EE

$960-100.0%

$685-100.0%

$960-100.0%

Admin fee / account holder

$1,157-100.0%

Provider

Service type

Compensation

THE BANK OF NEW YORK MELLON2+ years

Filed as: BANK OF AMERICA

Service code 15 · EIN 94-1687665

Recordkeeping

$13,197

TRICO INDUSTRIES, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRICO INDUSTRIES, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

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