Retirement plan

POUGHKEEPSIE RURAL CEMETERY RETIREMENT PLAN

Name: POUGHKEEPSIE RURAL CEMETERY - POUGHKEEPSIE RURAL CEMETERY RETIREMENT PLAN (2019) Form 5500
Creator: POUGHKEEPSIE RURAL CEMETERY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, POUGHKEEPSIE RURAL CEMETERY RETIREMENT PLAN, POUGHKEEPSIE RURAL CEMETERY

POUGHKEEPSIE RURAL CEMETERYEIN 14-0978200Plan #001PY 2019

P.O. BOX 977 - POUGHKEEPSIE, NY 12602845-454-6020poughkeepsieruralcemetery.orgLinkedIn1-10 employeesconstruction

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$138K

+145.8% from 2018

Total participants

0.0% from 2018

Average account balance

$13,821

+145.8% from 2018

Annual return

31.71%

+102.94 pp from 2018

Benchmarks

See 35,133 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,133 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$656K

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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.

78.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$84K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+16.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3537

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 codes2J

Plan features

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$200

$15 / participant

Other / not subdivided$200100.0%

% of EOY assets

0.145%

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

$13,821

$103,000-86.6%

$90,300-84.7%

$152,885-91.0%

Participation rate

76.9%

75.9%+1.1pp

73.3%+3.7pp

82.5%-5.5pp

Annual return

31.71%

95.19%-63.5pp

78.11%-46.4pp

345.39%-313.7pp

Employer contribution / active EE

$1,669

$3,138-46.8%

$2,854-41.5%

$4,763-65.0%

Participant deferral / active EE

$3,265

$4,281-23.7%

$3,884-15.9%

$5,851-44.2%

Admin fee / account holder

$20

$6,173-99.7%

$5,353-99.6%

$11,598-99.8%

POUGHKEEPSIE RURAL CEMETERY RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

POUGHKEEPSIE RURAL CEMETERY RETIREMENT 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