Retirement plan

KUHNER ASSOCIATES FUNERAL DIRECTORS, INC. A/T/A BAUMEISTER, ORCUTT & SMALL MORTUARY PROFIT SHARING PLAN

Name: KUHNER ASSOCIATES FUNERAL DIRECTORS, INC A/T/A BAUMEISTER ORCUTT & SMA - KUHNER ASSOCIATES FUNERAL DIRECTORS, INC. A/T/A BAUMEISTER, ORCUTT & SMALL MORTUARY PROFIT SHARING PLAN (2019) Form 5500
Creator: KUHNER ASSOCIATES FUNERAL DIRECTORS, INC A/T/A BAUMEISTER ORCUTT & SMA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KUHNER ASSOCIATES FUNERAL DIRECTORS, INC. A/T/A BAUMEISTER, ORCUTT & SMALL MORTUARY PROFIT SHARING PLAN, KUHNER ASSOCIATES FUNERAL DIRECTORS, INC A/T/A BAUMEISTER ORCUTT & SMA

KUHNER ASSOCIATES FUNERAL DIRECTORS, INC A/T/A BAUMEISTER ORCUTT & SMAEIN 23-2147696Plan #002PY 2019

863 S GEORGE ST - YORK, PA 174033123717-854-0053

Prospect flagsHigh feesLow participationHigh assets / participant

How to read this page

Total assets (EOY)

$643K

+21.7% from 2018

Total participants

+22.2% from 2018

Average account balance

$643,399

+21.7% from 2018

Annual return

21.68%

+29.15 pp from 2018

Benchmarks

See 35,105 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,105 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$511K

Not enough data

1 years with asset history on file

Average account balance

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

$511K

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.

16.7%

Not enough data

1 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

+4.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$237000

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 codes2E2G3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

3 tripped

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

$2K

$223 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.382%

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

$643,399

$103,038+524.4%

$90,324+612.3%

$152,909+320.8%

Participation rate

9.1%

75.9%-66.8pp

73.3%-64.2pp

82.5%-73.4pp

Annual return

21.68%

95.25%-73.6pp

78.15%-56.5pp

345.46%-323.8pp

Employer contribution / active EE

$3,141-100.0%

$2,856-100.0%

$4,764-100.0%

Participant deferral / active EE

$4,282-100.0%

$3,885-100.0%

$5,851-100.0%

Admin fee / account holder

$2,455

$6,177-60.3%

$5,356-54.2%

$11,601-78.8%

KUHNER ASSOCIATES FUNERAL DIRECTORS, INC. A/T/A BAUMEISTER, ORCUTT & SMALL MORTUARY PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KUHNER ASSOCIATES FUNERAL DIRECTORS, INC. A/T/A BAUMEISTER, ORCUTT & SMALL MORTUARY 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