Retirement plan

EVERGREEN CEMETERY ASSOCIATION 401(K) SAVINGS PLAN

Name: EVERGREEN CEMETERY ASSOCIATION - EVERGREEN CEMETERY ASSOCIATION 401(K) SAVINGS PLAN (2016) Form 5500
Creator: EVERGREEN CEMETERY ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EVERGREEN CEMETERY ASSOCIATION 401(K) SAVINGS PLAN, EVERGREEN CEMETERY ASSOCIATION

EVERGREEN CEMETERY ASSOCIATIONEIN 06-0337485Plan #002PY 2016

769 ELLA GRASSO BOULEVARD - NEW HAVEN, CT 065190000203-865-5802evergreenfort.orgLinkedIn1-10 employeesnon-profit organization management

Other plans on this EIN

1 filing

#001Retirement-$739K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$232K

-3.6% from 2015

Total participants

0.0% from 2015

Average account balance

$29,003

-3.6% from 2015

Annual return

6.25%

+9.18 pp from 2015

Benchmarks

See 30,914 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,914 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$811K

Not enough data

1 years with asset history on file

Average account balance

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

$81K

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.

111.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$74K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+11.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$644

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 codes2F2G3D2J

Plan features

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.
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

$61K

$8751 / participant

Other / not subdivided$61K100.0%

% of EOY assets

26.402%

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

$29,003

$90,486-67.9%

$78,676-63.1%

$273,972-89.4%

Participation rate

100.0%

76.5%+23.5pp

73.6%+26.4pp

83.0%+17.0pp

Annual return

6.25%

75.62%-69.4pp

62.19%-55.9pp

41.46%-35.2pp

Employer contribution / active EE

$2,346

$3,175-26.1%

$2,850-17.7%

$4,869-51.8%

Participant deferral / active EE

$2,973

$3,901-23.8%

$3,517-15.5%

$5,287-43.8%

Admin fee / account holder

$7,657

$5,263+45.5%

$4,510+69.8%

$10,133-24.4%

EVERGREEN CEMETERY ASSOCIATION 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EVERGREEN CEMETERY ASSOCIATION 401(K) 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