Retirement plan

CHIEFTAIN EXPLORATION COMPANY, INC. MONEY PURCHASE PENSION PLAN

Name: CHIEFTAIN EXPLORATION COMPANY, INC. - CHIEFTAIN EXPLORATION COMPANY, INC. MONEY PURCHASE PENSION PLAN (2016) Form 5500
Creator: CHIEFTAIN EXPLORATION COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHIEFTAIN EXPLORATION COMPANY, INC. MONEY PURCHASE PENSION PLAN, CHIEFTAIN EXPLORATION COMPANY, INC.

CHIEFTAIN EXPLORATION COMPANY, INC.EIN 76-0106324Plan #001PY 2016

191 LITCHFIELD LANE - HOUSTON, TX 77024832-358-1201LinkedIn1-10 employeesmining & metals

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$1.7M

+1.7% from 2015

Total participants

0.0% from 2015

Average account balance

$418,594

+1.7% from 2015

Annual return

-1.77%

+9.30 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

$2.84M

Not enough data

1 years with asset history on file

Average account balance

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

$711K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$125K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$31K

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

+9.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19

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 codes2C2E2G2R

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$23

$6 / participant

Other / not subdivided$23100.0%

% of EOY assets

0.001%

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

$418,594

$132,310+216.4%

$105,754+295.8%

$273,972+52.8%

Participation rate

100.0%

83.2%+16.8pp

78.9%+21.1pp

83.0%+17.0pp

Annual return

-1.77%

10.08%-11.9pp

12.25%-14.0pp

41.46%-43.2pp

Employer contribution / active EE

$14,250

$4,867+192.8%

$4,079+249.4%

$4,869+192.7%

Participant deferral / active EE

$6,233-100.0%

$5,326-100.0%

$5,287-100.0%

Admin fee / account holder

$12,036-100.0%

$8,309-99.9%

$10,133-99.9%

CHIEFTAIN EXPLORATION COMPANY, INC. MONEY PURCHASE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHIEFTAIN EXPLORATION COMPANY, INC. MONEY PURCHASE PENSION 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