Retirement plan

MILLER FUNERAL HOMES, INC. PROFIT SHARING PLAN

Name: MILLER FUNERAL AND CREMATION SERVICES, INC. - MILLER FUNERAL HOMES, INC. PROFIT SHARING PLAN (2016) Form 5500
Creator: MILLER FUNERAL AND CREMATION SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MILLER FUNERAL HOMES, INC. PROFIT SHARING PLAN, MILLER FUNERAL AND CREMATION SERVICES, INC.

MILLER FUNERAL AND CREMATION SERVICES, INC.EIN 16-0910009Plan #001PY 2016

3325 WINTON ROAD SOUTH - ROCHESTER, NY 146233025585-424-3700millerfuneralandcremationservices.comLinkedIn11-50 employees

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$1.8M

No prior year

Total participants

No prior year

Average account balance

$161,384

No prior year

Annual return

-3.78%

No prior year

Benchmarks

See 30,917 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,917 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.98M

Not enough data

1 years with asset history on file

Average account balance

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

$132K

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.

115.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$154K

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

+5.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12401

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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$161,384

$90,509+78.3%

$78,693+105.1%

$273,968-41.1%

Participation rate

100.0%

76.5%+23.5pp

73.6%+26.4pp

83.0%+17.0pp

Annual return

-3.78%

75.61%-79.4pp

62.18%-66.0pp

41.45%-45.2pp

Employer contribution / active EE

$5,455

$3,175+71.8%

$2,850+91.4%

$4,869+12.0%

Participant deferral / active EE

$7,850

$3,901+101.2%

$3,517+123.2%

$5,287+48.5%

Admin fee / account holder

$5,264-100.0%

$4,511-100.0%

$10,132-100.0%

MILLER FUNERAL HOMES, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MILLER FUNERAL HOMES, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion