Retirement plan

ORION RESOURCE PARTNERS (USA) LP 401(K) PLAN

Name: ORION RESOURCE PARTNERS (USA) L.P. - ORION RESOURCE PARTNERS (USA) LP 401(K) PLAN (2016) Form 5500
Creator: ORION RESOURCE PARTNERS (USA) L.P.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ORION RESOURCE PARTNERS (USA) LP 401(K) PLAN, ORION RESOURCE PARTNERS (USA) L.P.

ORION RESOURCE PARTNERS (USA) L.P.EIN 86-1158062Plan #001PY 2016

1211 AVENUE OF THE AMERICAS, 30TH FL, SUITE 3001 - NEW YORK, NY 10036212-596-3488orionresourcepartners.comLinkedIn11-50 employeesinvestment management

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$2.9M

+50.7% from 2015

Total participants

+52.4% from 2015

Average account balance

$95,113

+0.5% from 2015

Annual return

12.51%

+15.13 pp from 2015

Benchmarks

See 7,671 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants25-99

Cohort7,671 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$19.30M

Not enough data

1 years with asset history on file

Average account balance

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

$302K

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.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.52M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$45K

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

+15.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$48600

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 codes2E2F2G2J2T3D

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.
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.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$3K

$119 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.121%

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

$95,113

$87,834+8.3%

$133,975-29.0%

$62,881+51.3%

Participation rate

93.1%

83.4%+9.7pp

87.1%+6.0pp

69.3%+23.8pp

Annual return

12.51%

12.05%+0.5pp

29.29%-16.8pp

20.14%-7.6pp

Employer contribution / active EE

$12,041

$3,482+245.8%

$5,211+131.1%

$2,281+427.9%

Participant deferral / active EE

$12,904

$4,812+168.2%

$6,282+105.4%

$3,203+302.9%

Admin fee / account holder

$115

$5,372-97.9%

$9,324-98.8%

$4,296-97.3%

ORION RESOURCE PARTNERS (USA) LP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ORION RESOURCE PARTNERS (USA) LP 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