Retirement plan

E & P SERVICES GROUP 401(K) PLAN

Name: RIDDLE'S DEHI & CHEMICAL SERVICE CO LLC DBA E & P SERVICES GROUP - E & P SERVICES GROUP 401(K) PLAN (2020) Form 5500
Creator: RIDDLE'S DEHI & CHEMICAL SERVICE CO LLC DBA E & P SERVICES GROUP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, E & P SERVICES GROUP 401(K) PLAN, RIDDLE'S DEHI & CHEMICAL SERVICE CO LLC DBA E & P SERVICES GROUP

RIDDLE'S DEHI & CHEMICAL SERVICE CO LLC DBA E & P SERVICES GROUPEIN 75-2548414Plan #001PY 2020

502 CARGILL RD - KILGORE, TX 75662903-986-3904

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$185K

+308.8% from 2019

Total participants

+25.0% from 2019

Average account balance

$5,619

+234.5% from 2019

Annual return

53.36%

+53.36 pp from 2019

Benchmarks

See 817 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants25-99

Cohort817 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$794K

Not enough data

1 years with asset history on file

Average account balance

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

$29K

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.

90.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$166K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+12.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1833

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 codes2E2F2G2J2T3C3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.
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

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$9K

$258 / participant

Other / not subdivided$9K100.0%

% of EOY assets

4.594%

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

$5,619

$88,042-93.6%

$138,135-95.9%

$79,852-93.0%

Participation rate

93.9%

71.4%+22.5pp

78.7%+15.2pp

69.6%+24.3pp

Annual return

53.36%

20.58%+32.8pp

20.51%+32.9pp

31.72%+21.6pp

Employer contribution / active EE

$2,160

$3,103-30.4%

$5,587-61.3%

$2,471-12.6%

Participant deferral / active EE

$1,554

$4,704-67.0%

$6,431-75.8%

$3,740-58.4%

Admin fee / account holder

$258

$7,791-96.7%

$11,856-97.8%

$5,306-95.1%

E & P SERVICES GROUP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

E & P SERVICES GROUP 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