Retirement plan

EMPLOYEES 401(K) RETIREMENT PLAN OF BETH MOSES CEMETERY CORPORATION

Name: BETH MOSES CEMETERY CORPORATION - EMPLOYEES 401(K) RETIREMENT PLAN OF BETH MOSES CEMETERY CORPORATION (2022) Form 5500
Creator: BETH MOSES CEMETERY CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEES 401(K) RETIREMENT PLAN OF BETH MOSES CEMETERY CORPORATION, BETH MOSES CEMETERY CORPORATION

BETH MOSES CEMETERY CORPORATIONEIN 13-1584990Plan #002PY 2022

1500 WELLWOOD AVE - WEST BABYLON, NY 11704631-249-2300LinkedIn51-200 employeesreal estate

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$1.2M

-13.2% from 2021

Total participants

+22.2% from 2021

Average account balance

$122,057

-21.8% from 2021

Annual return

-8.59%

-17.04 pp from 2021

Benchmarks

See 39,290 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort39,290 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.89M

Not enough data

1 years with asset history on file

Average account balance

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

$189K

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

$122K

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

+11.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$976

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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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

$129K

$14327 / participant

Other / not subdivided$129K100.0%

% of EOY assets

10.564%

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

$122,057

$92,743+31.6%

$82,744+47.5%

$134,532-9.3%

Participation rate

88.9%

75.2%+13.7pp

72.6%+16.3pp

81.2%+7.7pp

Annual return

-8.59%

946.63%-955.2pp

702.22%-710.8pp

418.27%-426.9pp

Employer contribution / active EE

$6,074

$3,273+85.6%

$3,008+101.9%

$4,741+28.1%

Participant deferral / active EE

$881

$4,802-81.7%

$4,395-80.0%

$6,401-86.2%

Admin fee / account holder

$12,894

$5,977+115.7%

$5,325+142.1%

$11,429+12.8%

EMPLOYEES 401(K) RETIREMENT PLAN OF BETH MOSES CEMETERY CORPORATION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEES 401(K) RETIREMENT PLAN OF BETH MOSES CEMETERY CORPORATION

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