Retirement plan

POUGHKEEPSIE RURAL CEMETERY RETIREMENT PLAN

Name: POUGHKEEPSIE RURAL CEMETERY - POUGHKEEPSIE RURAL CEMETERY RETIREMENT PLAN (2020) 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 2020

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$248K

+79.6% from 2019

Total participants

-7.7% from 2019

Average account balance

$20,684

+49.7% from 2019

Annual return

28.05%

-3.66 pp from 2019

Benchmarks

See 36,205 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,205 peers

Snapshot2020

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

$17 / participant

Other / not subdivided$200100.0%

% of EOY assets

0.081%

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

$20,684

$100,911-79.5%

$90,440-77.1%

$158,966-87.0%

Participation rate

100.0%

75.0%+25.0pp

72.7%+27.3pp

82.0%+18.0pp

Annual return

28.05%

1726.62%-1698.6pp

1294.38%-1266.3pp

302.95%-274.9pp

Employer contribution / active EE

$3,873

$3,690+5.0%

$3,263+18.7%

$4,762-18.7%

Participant deferral / active EE

$2,062

$4,348-52.6%

$3,964-48.0%

$5,983-65.5%

Admin fee / account holder

$17

$6,507-99.7%

$5,615-99.7%

$11,250-99.9%

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