Retirement plan

COLONIAL MEMORIAL CHAPEL, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: COLONIAL MEMORIAL CHAPEL INC. - COLONIAL MEMORIAL CHAPEL, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2019) Form 5500
Creator: COLONIAL MEMORIAL CHAPEL INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COLONIAL MEMORIAL CHAPEL, INC. 401(K) PROFIT SHARING PLAN AND TRUST, COLONIAL MEMORIAL CHAPEL INC.

COLONIAL MEMORIAL CHAPEL INC.EIN 16-1528274Plan #001PY 2019

396 STATE ROUTE 52, PO BOX 520 - WOODBOURNE, NY 12788845-434-7363LinkedIn1-10 employeesindividual & family services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$502K

+26.3% from 2018

Total participants

+14.3% from 2018

Average account balance

$71,755

+26.3% from 2018

Annual return

19.71%

+20.64 pp from 2018

Benchmarks

See 35,119 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,119 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$818K

Not enough data

1 years with asset history on file

Average account balance

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

$136K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1595

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 codes2E2J

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.

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

$3K

$794 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.632%

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

$71,755

$103,008-30.3%

$90,304-20.5%

$152,897-53.1%

Participation rate

75.0%

75.9%-0.9pp

73.3%+1.7pp

82.5%-7.5pp

Annual return

19.71%

95.22%-75.5pp

78.13%-58.4pp

345.43%-325.7pp

Employer contribution / active EE

$1,388

$3,139-55.8%

$2,855-51.4%

$4,764-70.9%

Participant deferral / active EE

$5,200

$4,281+21.5%

$3,885+33.8%

$5,851-11.1%

Admin fee / account holder

$454

$6,175-92.7%

$5,354-91.5%

$11,599-96.1%

COLONIAL MEMORIAL CHAPEL, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COLONIAL MEMORIAL CHAPEL, INC. 401(K) PROFIT SHARING PLAN AND TRUST

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