Retirement plan

BREITBURN MANAGEMENT COMPANY 401(K) PLAN

Name: BREITBURN MANAGEMENT COMPANY LLC - BREITBURN MANAGEMENT COMPANY 401(K) PLAN (2016) Form 5500
Creator: BREITBURN MANAGEMENT COMPANY LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BREITBURN MANAGEMENT COMPANY 401(K) PLAN, BREITBURN MANAGEMENT COMPANY LLC

BREITBURN MANAGEMENT COMPANY LLCEIN 76-0822858Plan #001PY 2016

707 WILSHIRE BLVD,, 46TH FLOOR - LOS ANGELES, CA 90071213-225-5900LinkedIn51-200 employeeslaw practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$59.5M

No prior year

Total participants

762

No prior year

Average account balance

$78,057

No prior year

Annual return

7.07%

No prior year

Benchmarks

See 190 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants250-999

Cohort190 peers

Snapshot2016

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

$4.56M

Not enough data

1 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

-74.26%

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

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

Service providers

Top 5 by compensation

Provider	Service type	Compensation
MMCSC BOSTONIAN GROUP DIVISION2+ years Service code 27 · EIN 06-1685865	Advisory (Plan)	$33,000
RSM US LLP1+ years Filed as: MCGLADERY & PULLEN, LLP Service code 15 · EIN 42-0714325	Recordkeeping	$23,100
PRUDENTIAL RETIREMENT INSURANCE AND2+ years Service code 13 · EIN 06-1050034	Contract Administrator	$12,296
PRUDENTIAL RETIREMENT INSURANCE AND2+ years Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960	12b-1 Fees	$1,003
PRUDENTIAL RETIREMENT INSURANCE AND2+ years Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15	Recordkeeping	$0

Plan features & details

Pension benefit codes2E2F2G2A2K3B3D

Plan features

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).
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$71K

$112 / participant

Other / not subdivided$71K100.0%

% of EOY assets

0.120%

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: RSM US LLP
Auditor EIN: 420714325
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$78,057

$66,750+16.9%

$105,754-26.2%

$57,658+35.4%

Participation rate

100.0%

79.2%+20.8pp

78.9%+21.1pp

70.2%+29.8pp

Annual return

7.07%

10.99%-3.9pp

12.25%-5.2pp

5.13%+1.9pp

Employer contribution / active EE

$5,909

$3,766+56.9%

$4,079+44.9%

$1,974+199.4%

Participant deferral / active EE

$9,368

$4,933+89.9%

$5,326+75.9%

$3,061+206.1%

Admin fee / account holder

$93

$88+6.3%

$8,309-98.9%

$95-1.3%

Provider

Service type

Compensation

MMCSC BOSTONIAN GROUP DIVISION2+ years

Service code 27 · EIN 06-1685865

Advisory (Plan)

$33,000

RSM US LLP1+ years

Filed as: MCGLADERY & PULLEN, LLP

Service code 15 · EIN 42-0714325

Recordkeeping

$23,100

PRUDENTIAL RETIREMENT INSURANCE AND2+ years

Service code 13 · EIN 06-1050034

Contract Administrator

$12,296

PRUDENTIAL RETIREMENT INSURANCE AND2+ years

Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE

Service code 63 · EIN 13-4122960

12b-1 Fees

$1,003

PRUDENTIAL RETIREMENT INSURANCE AND2+ years

Filed as: THE PRUDENTIAL INSURANCE COMPANY OF

Service code 15

Recordkeeping

BREITBURN MANAGEMENT COMPANY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BREITBURN MANAGEMENT COMPANY 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