Retirement plan

S.A. CAMP PUMP COMPANY UNION 401(K) PLAN

Name: S.A. CAMP PUMP COMPANY - S.A. CAMP PUMP COMPANY UNION 401(K) PLAN (2015) Form 5500
Creator: S.A. CAMP PUMP COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, S.A. CAMP PUMP COMPANY UNION 401(K) PLAN, S.A. CAMP PUMP COMPANY

S.A. CAMP PUMP COMPANYEIN 95-3147293Plan #001PY 2015

P.O. BOX 82575 - BAKERSFIELD, CA 933802575661-399-4451

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.7M

No prior year

Total participants

No prior year

Average account balance

$45,390

No prior year

Annual return

3.29%

No prior year

Benchmarks

See 22,773 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort22,773 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.44M

Not enough data

1 years with asset history on file

Average account balance

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

$93K

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.

138.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$559K

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

+15.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6879

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$419K

$7478 / participant

Other / not subdivided$419K100.0%

% of EOY assets

11.251%

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

$45,390

$72,177-37.1%

$115,038-60.5%

$59,633-23.9%

Participation rate

94.6%

72.6%+22.1pp

81.4%+13.3pp

68.7%+26.0pp

Annual return

3.29%

12.02%-8.7pp

26.14%-22.9pp

2041.45%-2038.2pp

Employer contribution / active EE

$5,859

$2,841+106.2%

$4,608+27.2%

$2,203+166.0%

Participant deferral / active EE

$3,801

$4,783-20.5%

$6,026-36.9%

$3,192+19.1%

Admin fee / account holder

$5,107

$4,927+3.6%

$8,175-37.5%

$4,297+18.8%

S.A. CAMP PUMP COMPANY UNION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

S.A. CAMP PUMP COMPANY UNION 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