Retirement plan

MISSISSIPPI RIVER GAS, L.L.C. 401(K) PLAN

Name: MISSISSIPPI RIVER GAS, L.L.C. - MISSISSIPPI RIVER GAS, L.L.C. 401(K) PLAN (2016) Form 5500
Creator: MISSISSIPPI RIVER GAS, L.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MISSISSIPPI RIVER GAS, L.L.C. 401(K) PLAN, MISSISSIPPI RIVER GAS, L.L.C.

MISSISSIPPI RIVER GAS, L.L.C.EIN 76-0691452Plan #001PY 2016

3003 LAKELAND COVE SUITE A - FLOWOOD, MS 39239601-932-8789riverkings.comLinkedIn11-50 employeessports

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$280K

+25.1% from 2015

Total participants

-3.3% from 2015

Average account balance

$10,010

+16.2% from 2015

Annual return

10.64%

+10.01 pp from 2015

Benchmarks

See 1,255 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants<25

Cohort1,255 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$433K

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

118.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$44K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+10.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$422

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 codes2E2J2F2G3D3H3B

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.
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

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

$4K

$210 / participant

Other / not subdivided$4K100.0%

% of EOY assets

1.496%

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

$10,010

$88,583-88.7%

$88,497-88.7%

$273,972-96.3%

Participation rate

95.0%

83.5%+11.5pp

82.4%+12.6pp

83.0%+12.0pp

Annual return

10.64%

5.68%+5.0pp

7.63%+3.0pp

41.46%-30.8pp

Employer contribution / active EE

$1,117

$4,502-75.2%

$4,036-72.3%

$4,869-77.1%

Participant deferral / active EE

$635

$4,891-87.0%

$4,899-87.0%

$5,287-88.0%

Admin fee / account holder

$150

$8,980-98.3%

$6,220-97.6%

$10,133-98.5%

MISSISSIPPI RIVER GAS, L.L.C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MISSISSIPPI RIVER GAS, L.L.C. 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