Retirement plan

THE ANSCHUTZ EMPLOYEES' THRIFT SAVINGS PLAN

Name: THE ANSCHUTZ CORPORATION - THE ANSCHUTZ EMPLOYEES' THRIFT SAVINGS PLAN (2017) Form 5500
Creator: THE ANSCHUTZ CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE ANSCHUTZ EMPLOYEES' THRIFT SAVINGS PLAN, THE ANSCHUTZ CORPORATION

THE ANSCHUTZ CORPORATIONEIN 84-1179412Plan #001PY 2017

555 17TH STREET SUITE 2400 - DENVER, CO 80202303-299-1391

Prospect flagsHigh retiree %High assets / participant

How to read this page

Total assets (EOY)

$82.6M

+18.4% from 2016

Total participants

259

+5.3% from 2016

Average account balance

$318,880

+12.5% from 2016

Annual return

15.58%

+6.57 pp from 2016

Benchmarks

See 301 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants100-249

Cohort301 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$99.45M

Not enough data

1 years with asset history on file

Average account balance

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

$301K

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.

330

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.

99.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.42M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+14.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$260

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

1 years with F_SCH_H allocation on file

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
EIDE BAILLY LLP3+ years Service code 10 PO BOX 1914 · BISMARCK, ND 585021914	Accounting	$13,125
EMJAY CORPORATION3+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$1,090

Plan features & details

Pension benefit codes2E2F2G2J2K2T3H3D

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.
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.
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.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II

Admin total

$14K

$84 / participant

Contract admin$14K100.0%

% of EOY assets

0.017%

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: EIDE BAILLY LLP
Auditor EIN: 450250958
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$318,880

$66,180+381.8%

$118,746+168.5%

$62,293+411.9%

Participation rate

100.0%

71.3%+28.7pp

78.3%+21.7pp

69.5%+30.5pp

Annual return

15.58%

60.89%-45.3pp

24.54%-9.0pp

28.90%-13.3pp

Employer contribution / active EE

$10,660

$3,183+234.9%

$4,193+154.3%

$2,042+422.0%

Participant deferral / active EE

$11,869

$4,247+179.5%

$5,332+122.6%

$3,169+274.5%

Admin fee / account holder

$55

$753-92.7%

$10,720-99.5%

$479-88.6%

Provider

Service type

Compensation

EIDE BAILLY LLP3+ years

Service code 10

PO BOX 1914 · BISMARCK, ND 585021914

Accounting

$13,125

EMJAY CORPORATION3+ years

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$1,090

THE ANSCHUTZ EMPLOYEES' THRIFT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE ANSCHUTZ EMPLOYEES' THRIFT SAVINGS 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