Retirement plan

PETROLEUM ASSOC. OF WYOMING PENSION PLAN

Name: PETROLEUM ASSOCIATION OF WYOMING - PETROLEUM ASSOC. OF WYOMING PENSION PLAN (2015) Form 5500
Creator: PETROLEUM ASSOCIATION OF WYOMING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PETROLEUM ASSOC. OF WYOMING PENSION PLAN, PETROLEUM ASSOCIATION OF WYOMING

PETROLEUM ASSOCIATION OF WYOMINGEIN 83-0325299Plan #002PY 2015

951 WERNER COURT, SUITE 100 - CASPER, WY 82601307-234-5333pawyo.orgLinkedIn1-10 employeesoil & energy

Other plans on this EIN

1 filing

#001Retirement-$511K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$184K

No prior year

Total participants

No prior year

Average account balance

$30,742

No prior year

Annual return

1.53%

No prior year

Benchmarks

See 1,927 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants<25

Cohort1,927 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$259K

Not enough data

1 years with asset history on file

Average account balance

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

$52K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$32K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+14.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22732

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 codes2C2F2G3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$234K

$77840 / participant

Other / not subdivided$234K100.0%

% of EOY assets

126.603%

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

$30,742

$112,300-72.6%

$90,223-65.9%

$125,389-75.5%

Participation rate

100.0%

82.9%+17.1pp

79.0%+21.0pp

83.2%+16.8pp

Annual return

1.53%

-0.57%+2.1pp

1.31%+0.2pp

282.24%-280.7pp

Employer contribution / active EE

$9,791

$5,181+89.0%

$4,378+123.6%

$4,866+101.2%

Participant deferral / active EE

$6,733-100.0%

$5,792-100.0%

$5,352-100.0%

Admin fee / account holder

$38,920

$10,990+254.2%

$7,406+425.5%

$9,541+307.9%

PETROLEUM ASSOC. OF WYOMING PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PETROLEUM ASSOC. OF WYOMING 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