Retirement plan

KEVIN W. DOUGHERTY FUNERAL HOME, INC. 401(K) SAVINGS PLAN

Name: KEVIN W. DOUGHERTY FUNERAL HOME, INC. - KEVIN W. DOUGHERTY FUNERAL HOME, INC. 401(K) SAVINGS PLAN (2017) Form 5500
Creator: KEVIN W. DOUGHERTY FUNERAL HOME, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KEVIN W. DOUGHERTY FUNERAL HOME, INC. 401(K) SAVINGS PLAN, KEVIN W. DOUGHERTY FUNERAL HOME, INC.

KEVIN W. DOUGHERTY FUNERAL HOME, INC.EIN 16-1395366Plan #001PY 2017

P.O. BOX 59, 21 BIG TREE STREET - LIVONIA, NY 14487585-346-5401LinkedIn1-10 employeesindividual & family services

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$61K

+169.6% from 2016

Total participants

+100.0% from 2016

Average account balance

$15,349

-32.6% from 2016

Annual return

24.59%

+24.59 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$613K

Not enough data

1 years with asset history on file

Average account balance

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

$88K

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.

58.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$70K

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

+10.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1635

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$15,349

$99,011-84.5%

$86,582-82.3%

$147,586-89.6%

Participation rate

66.7%

76.3%-9.7pp

73.5%-6.9pp

82.8%-16.2pp

Annual return

24.59%

1312.75%-1288.2pp

965.08%-940.5pp

578.59%-554.0pp

Employer contribution / active EE

$887

$3,132-71.7%

$2,839-68.8%

$4,876-81.8%

Participant deferral / active EE

$4,617

$3,972+16.2%

$3,609+27.9%

$5,439-15.1%

Admin fee / account holder

$5,709-100.0%

$4,904-100.0%

$10,886-100.0%

KEVIN W. DOUGHERTY FUNERAL HOME, INC. 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

KEVIN W. DOUGHERTY FUNERAL HOME, INC. 401(K) SAVINGS 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