Retirement plan

AMERICAN ACADEMY MCALLISTER INST. OF FUNERAL SERVICES, INC. 401K PROFIT SHARING PLAN & TRUST

Name: AMERICAN ACADEMY MCALLISTER INSTITUTE OF FUNERAL SERVICES INC. - AMERICAN ACADEMY MCALLISTER INST. OF FUNERAL SERVICES, INC. 401K PROFIT SHARING PLAN & TRUST (2018) Form 5500
Creator: AMERICAN ACADEMY MCALLISTER INSTITUTE OF FUNERAL SERVICES INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN ACADEMY MCALLISTER INST. OF FUNERAL SERVICES, INC. 401K PROFIT SHARING PLAN & TRUST, AMERICAN ACADEMY MCALLISTER INSTITUTE OF FUNERAL SERVICES INC.

AMERICAN ACADEMY MCALLISTER INSTITUTE OF FUNERAL SERVICES INC.EIN 13-2590811Plan #001PY 2018

619 W 54TH ST, 6TH FL - NEW YORK, NY 10019212-757-1190funeraleducation.orgLinkedIn11-50 employeeseducation management

Other plans on this EIN

1 filing

#002Retirement-$3.3M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$929K

+18.1% from 2017

Total participants

+20.0% from 2017

Average account balance

$54,627

+4.2% from 2017

Annual return

10.65%

-52.98 pp from 2017

Benchmarks

See 5,839 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,839 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.71M

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.

105.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$145K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+10.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$996

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 codes2E2J2G3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$4K

$222 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.430%

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

$54,627

$69,518-21.4%

$59,887-8.8%

$135,379-59.6%

Participation rate

94.4%

77.8%+16.6pp

74.7%+19.7pp

82.6%+11.8pp

Annual return

10.65%

7.95%+2.7pp

3.46%+7.2pp

519.79%-509.1pp

Employer contribution / active EE

$690

$3,235-78.7%

$2,722-74.7%

$4,779-85.6%

Participant deferral / active EE

$2,770

$4,204-34.1%

$3,402-18.6%

$5,609-50.6%

Admin fee / account holder

$235

$5,734-95.9%

$3,591-93.5%

$10,828-97.8%

AMERICAN ACADEMY MCALLISTER INST. OF FUNERAL SERVICES, INC. 401K PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICAN ACADEMY MCALLISTER INST. OF FUNERAL SERVICES, INC. 401K PROFIT SHARING PLAN & TRUST

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