Retirement plan

VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN

Name: VANGUARD RESOURCES, INC. - VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN (2018) Form 5500
Creator: VANGUARD RESOURCES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN, VANGUARD RESOURCES, INC.

VANGUARD RESOURCES, INC.EIN 75-2643330Plan #001PY 2018

6500 HWY 281 NORTH - SPRING BRANCH, TX 78070210-495-1950vanguardresources.comLinkedIn501-1000 employeesfacilities services

Prospect flagsLow assets / participant

Top hat statement on fileNQDC

Filed December 22, 2020

Plan administrator

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6800 Highway 281 North

Spring Branch, TX 78070

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Plans declared (1)

Plan name not on file2 emp

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Total assets (EOY)

$2.5M

+15.7% from 2017

Total participants

523

-5.1% from 2017

Average account balance

$4,779

-52.9% from 2017

Annual return

-0.12%

-11.73 pp from 2017

Benchmarks

See 691 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants250-999

Cohort691 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 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

+0.13%

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

0 years with F_SCH_H allocation on file

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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 codes2E2F2G2J2T3D

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.
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

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

$10K

$22 / participant

Contract admin$10K100.0%

% of EOY assets

0.416%

all-in expense ratio

Categories reported

1 / 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: FISHER, HERBST & KEMBLE, P.C.
Auditor EIN: 742584861
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$4,779

$44,473-89.3%

$76,518-93.8%

$55,725-91.4%

Participation rate

100.0%

51.0%+49.0pp

68.0%+32.0pp

70.9%+29.1pp

Annual return

-0.12%

-2.01%+1.9pp

-0.27%+0.1pp

244.93%-245.1pp

Employer contribution / active EE

$520

$1,101-52.8%

$2,647-80.4%

$2,078-75.0%

Participant deferral / active EE

$773

$1,988-61.1%

$3,836-79.8%

$3,356-77.0%

Admin fee / account holder

$20

$134-85.2%

$4,849-99.6%

$115-82.7%

VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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