Retirement plan

THE DONOHUE FUNERAL HOMES, INC. PROFIT SHARING PLAN

Name: THE DONOHUE FUNERAL HOMES, INC. - THE DONOHUE FUNERAL HOMES, INC. PROFIT SHARING PLAN (2020) Form 5500
Creator: THE DONOHUE FUNERAL HOMES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE DONOHUE FUNERAL HOMES, INC. PROFIT SHARING PLAN, THE DONOHUE FUNERAL HOMES, INC.

THE DONOHUE FUNERAL HOMES, INC.EIN 23-1947460Plan #001PY 2020

8401 WEST CHESTER PIKE - UPPER DARBY, PA 19082610-449-0300

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$8.1M

+15.2% from 2019

Total participants

+7.4% from 2019

Average account balance

$280,218

+7.3% from 2019

Annual return

12.20%

-7.84 pp from 2019

Benchmarks

See 8,772 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,772 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.87M

Not enough data

1 years with asset history on file

Average account balance

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

$297K

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.

108.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$302K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+14.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6469

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 codes2E2F2G2J3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$89K

$3429 / participant

Other / not subdivided$89K100.0%

% of EOY assets

1.097%

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

$280,218

$60,119+366.1%

$90,430+209.9%

$79,858+250.9%

Participation rate

100.0%

65.0%+35.0pp

72.7%+27.3pp

69.6%+30.4pp

Annual return

12.20%

71.94%-59.7pp

1293.73%-1281.5pp

31.72%-19.5pp

Employer contribution / active EE

$7,692

$2,068+272.0%

$3,262+135.8%

$2,471+211.3%

Participant deferral / active EE

$3,813

$2,938+29.8%

$3,963-3.8%

$3,740+2.0%

Admin fee / account holder

$3,074

$3,976-22.7%

$5,613-45.2%

$5,306-42.1%

THE DONOHUE FUNERAL HOMES, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE DONOHUE FUNERAL HOMES, INC. PROFIT SHARING 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