Retirement plan

CURTIS L. SWANSON FUNERAL HOME, INC., INTEGRATED PROFTI SHARING PLAN

Name: CURTIS L. SWANSON FUNERAL HOME, INC. - CURTIS L. SWANSON FUNERAL HOME, INC., INTEGRATED PROFTI SHARING PLAN (2018) Form 5500
Creator: CURTIS L. SWANSON FUNERAL HOME, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CURTIS L. SWANSON FUNERAL HOME, INC., INTEGRATED PROFTI SHARING PLAN, CURTIS L. SWANSON FUNERAL HOME, INC.

CURTIS L. SWANSON FUNERAL HOME, INC.EIN 23-2825496Plan #001PY 2018

2386 STATE ROUTE 118 - HUNLOCK CREEK, PA 18621570-477-2500

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$303K

+0.6% from 2017

Total participants

0.0% from 2017

Average account balance

$151,512

+0.6% from 2017

Annual return

-5.36%

-18.96 pp from 2017

Benchmarks

See 33,731 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,731 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$67K

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

100.0%

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

+13.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$289

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 codes3D2E2G2T

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.
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.

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

$3K

$1364 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.900%

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

$151,512

$90,617+67.2%

$79,476+90.6%

$135,382+11.9%

Participation rate

100.0%

76.1%+23.9pp

73.3%+26.7pp

82.6%+17.4pp

Annual return

-5.36%

977.57%-982.9pp

718.21%-723.6pp

519.77%-525.1pp

Employer contribution / active EE

$8,927

$3,068+191.0%

$2,800+218.8%

$4,779+86.8%

Participant deferral / active EE

$4,050-100.0%

$3,704-100.0%

$5,609-100.0%

Admin fee / account holder

$1,364

$5,907-76.9%

$5,113-73.3%

$10,829-87.4%

CURTIS L. SWANSON FUNERAL HOME, INC., INTEGRATED PROFTI SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CURTIS L. SWANSON FUNERAL HOME, INC., INTEGRATED PROFTI 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