Retirement plan

MARTIN R. BROWN FUNERAL HOME, INC. RETIREMENT PLAN

Name: MARTIN R. BROWN FUNERAL HOME, INC. - MARTIN R. BROWN FUNERAL HOME, INC. RETIREMENT PLAN (2019) Form 5500
Creator: MARTIN R. BROWN FUNERAL HOME, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARTIN R. BROWN FUNERAL HOME, INC. RETIREMENT PLAN, MARTIN R. BROWN FUNERAL HOME, INC.

MARTIN R. BROWN FUNERAL HOME, INC.EIN 23-2182433Plan #002PY 2019

PO BOX 220 - ORBISONIA, PA 172430220814-447-3121LinkedIn11-50 employeesindividual & family services

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$2.4M

+25.5% from 2018

Total participants

+8.0% from 2018

Average account balance

$88,461

+16.2% from 2018

Annual return

22.39%

+27.43 pp from 2018

Benchmarks

See 8,598 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,598 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.56M

Not enough data

1 years with asset history on file

Average account balance

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

$123K

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.

103.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$47K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+10.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$484

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 codes2E2F2G2J2T3D3H

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$6K

$222 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.252%

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

$88,461

$54,763+61.5%

$90,324-2.1%

$72,976+21.2%

Participation rate

100.0%

65.2%+34.8pp

73.3%+26.7pp

69.5%+30.5pp

Annual return

22.39%

30.63%-8.2pp

78.15%-55.8pp

81.02%-58.6pp

Employer contribution / active EE

$864

$2,093-58.7%

$2,856-69.7%

$2,440-64.6%

Participant deferral / active EE

$1,358

$2,887-53.0%

$3,885-65.0%

$3,608-62.4%

Admin fee / account holder

$222

$3,973-94.4%

$5,356-95.8%

$5,124-95.7%

MARTIN R. BROWN FUNERAL HOME, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MARTIN R. BROWN FUNERAL HOME, INC. RETIREMENT 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