Retirement plan

UNITED HEBREW CEMETERY, INC. 401(K) PLAN

Name: UNITED HEBREW CEMETERY, INC. - UNITED HEBREW CEMETERY, INC. 401(K) PLAN (2018) Form 5500
Creator: UNITED HEBREW CEMETERY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNITED HEBREW CEMETERY, INC. 401(K) PLAN, UNITED HEBREW CEMETERY, INC.

UNITED HEBREW CEMETERY, INC.EIN 13-5579302Plan #003PY 2018

122 ARTHUR KILL ROAD - STATEN ISLAND, NY 10306718-351-0230LinkedIn1-10 employeesconsumer services

Other plans on this EIN

1 filing

#002Retirement-$103K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$930K

-13.2% from 2017

Total participants

0.0% from 2017

Average account balance

$132,863

-13.2% from 2017

Annual return

-6.49%

-28.11 pp from 2017

Benchmarks

See 33,726 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,726 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$796K

Not enough data

1 years with asset history on file

Average account balance

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

$133K

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

$48K

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

+14.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

$100K

$19961 / participant

Other / not subdivided$100K100.0%

% of EOY assets

10.731%

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

$132,863

$90,607+46.6%

$79,467+67.2%

$135,380-1.9%

Participation rate

100.0%

76.0%+24.0pp

73.3%+26.7pp

82.6%+17.4pp

Annual return

-6.49%

977.74%-984.2pp

718.30%-724.8pp

519.81%-526.3pp

Employer contribution / active EE

$2,076

$3,068-32.3%

$2,800-25.8%

$4,779-56.6%

Participant deferral / active EE

$3,420

$4,050-15.6%

$3,704-7.7%

$5,609-39.0%

Admin fee / account holder

$14,258

$5,895+141.9%

$5,104+179.3%

$10,828+31.7%

UNITED HEBREW CEMETERY, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNITED HEBREW CEMETERY, INC. 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