Retirement plan

C & K PETROLEUM EQUIPMENT CO., INC. PROFIT SHARING PLAN

Name: C & K PETROLEUM EQUIPMENT CO., INC - C & K PETROLEUM EQUIPMENT CO., INC. PROFIT SHARING PLAN (2016) Form 5500
Creator: C & K PETROLEUM EQUIPMENT CO., INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, C & K PETROLEUM EQUIPMENT CO., INC. PROFIT SHARING PLAN, C & K PETROLEUM EQUIPMENT CO., INC

C & K PETROLEUM EQUIPMENT CO., INCEIN 93-0561378Plan #001PY 2016

1501 W. 2ND AVENUE - EUGENE, OR 974020153541-344-3476candkpetro.comLinkedIn1-10 employeesautomotive

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$4.9M

No prior year

Total participants

No prior year

Average account balance

$704,541

No prior year

Annual return

4.14%

No prior year

Benchmarks

See 18,030 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,030 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.75M

Not enough data

1 years with asset history on file

Average account balance

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

$705K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$81K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+8.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$43295

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 codes2E2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$157K

$26167 / participant

Other / not subdivided$157K100.0%

% of EOY assets

3.183%

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

$704,541

$93,346+654.8%

$71,796+881.3%

$273,972+157.2%

Participation rate

100.0%

76.5%+23.5pp

69.1%+30.9pp

83.0%+17.0pp

Annual return

4.14%

130.39%-126.3pp

78.04%-73.9pp

41.46%-37.3pp

Employer contribution / active EE

$2,506

$2,733-8.3%

$1,924+30.2%

$4,869-48.5%

Participant deferral / active EE

$3,475-100.0%

$2,794-100.0%

$5,287-100.0%

Admin fee / account holder

$22,429

$6,571+241.4%

$4,815+365.8%

$10,133+121.4%

C & K PETROLEUM EQUIPMENT CO., INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

C & K PETROLEUM EQUIPMENT CO., INC. PROFIT SHARING 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