Retirement plan

EVERGREEN CEMETERY ASSOCIATION 401(K) SAVINGS PLAN

Name: EVERGREEN CEMETERY ASSOCIATION - EVERGREEN CEMETERY ASSOCIATION 401(K) SAVINGS PLAN (2017) 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 2017

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

Other plans on this EIN

1 filing

#001Retirement-$801K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$225K

-2.8% from 2016

Total participants

0.0% from 2016

Average account balance

$28,186

-2.8% from 2016

Annual return

13.29%

+7.04 pp from 2016

Benchmarks

See 32,065 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,065 peers

Snapshot2017

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

$82K

$10259 / participant

Other / not subdivided$82K100.0%

% of EOY assets

36.397%

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

$28,186

$99,017-71.5%

$86,587-67.4%

$147,585-80.9%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

13.29%

1312.37%-1299.1pp

964.86%-951.6pp

578.56%-565.3pp

Employer contribution / active EE

$2,218

$3,132-29.2%

$2,839-21.9%

$4,876-54.5%

Participant deferral / active EE

$3,346

$3,972-15.8%

$3,609-7.3%

$5,439-38.5%

Admin fee / account holder

$10,259

$5,710+79.6%

$4,906+109.1%

$10,885-5.8%

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