Retirement plan

BUCH FUNERAL HOME, INC. 401(K)PROFIT SHARING PLAN

Name: BUCH FUNERAL HOME, INC. - BUCH FUNERAL HOME, INC. 401(K)PROFIT SHARING PLAN (2016) Form 5500
Creator: BUCH FUNERAL HOME, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BUCH FUNERAL HOME, INC. 401(K)PROFIT SHARING PLAN, BUCH FUNERAL HOME, INC.

BUCH FUNERAL HOME, INC.EIN 23-2266061Plan #002PY 2016

21 MARKET SQUARE - MANHEIM, PA 17545717-665-4341buchfuneral.comLinkedIn1-10 employeesindividual & family services

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.5M

+17.6% from 2015

Total participants

0.0% from 2015

Average account balance

$220,358

+17.6% from 2015

Annual return

9.27%

+13.61 pp from 2015

Benchmarks

See 30,914 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,914 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.76M

Not enough data

1 years with asset history on file

Average account balance

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

$537K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$127K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+10.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4103

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 codes2E2J3D

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$10K

$1479 / participant

Other / not subdivided$10K100.0%

% of EOY assets

0.671%

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

$220,358

$90,486+143.5%

$78,676+180.1%

$273,972-19.6%

Participation rate

100.0%

76.5%+23.5pp

73.6%+26.4pp

83.0%+17.0pp

Annual return

9.27%

75.62%-66.3pp

62.19%-52.9pp

41.46%-32.2pp

Employer contribution / active EE

$4,464

$3,175+40.6%

$2,850+56.6%

$4,869-8.3%

Participant deferral / active EE

$11,193

$3,901+186.9%

$3,517+218.3%

$5,287+111.7%

Admin fee / account holder

$1,479

$5,263-71.9%

$4,510-67.2%

$10,133-85.4%

BUCH FUNERAL HOME, INC. 401(K)PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BUCH FUNERAL HOME, INC. 401(K)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