Retirement plan

JOHN F. SLATER FUNERAL HOME, INC. PROFIT SHARING PLAN

Name: JOHN F. SLATER FUNERAL HOME, INC. - JOHN F. SLATER FUNERAL HOME, INC. PROFIT SHARING PLAN (2017) Form 5500
Creator: JOHN F. SLATER FUNERAL HOME, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHN F. SLATER FUNERAL HOME, INC. PROFIT SHARING PLAN, JOHN F. SLATER FUNERAL HOME, INC.

JOHN F. SLATER FUNERAL HOME, INC.EIN 25-1254605Plan #001PY 2017

4201 BROWNSVILLE ROAD - PITTSBURGH, PA 15227412-881-4100LinkedIn11-50 employeesindividual & family services

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$3.3M

-9.3% from 2016

Total participants

0.0% from 2016

Average account balance

$251,901

-9.3% from 2016

Annual return

9.42%

-2.68 pp from 2016

Benchmarks

See 32,061 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,061 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.80M

Not enough data

1 years with asset history on file

Average account balance

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

$255K

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

$155K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+11.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1442

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 codes2E2H2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.

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

$813K

$62565 / participant

Other / not subdivided$813K100.0%

% of EOY assets

24.837%

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

$251,901

$99,031+154.4%

$86,597+190.9%

$147,585+70.7%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

9.42%

1312.56%-1303.1pp

964.96%-955.5pp

578.57%-569.2pp

Employer contribution / active EE

$8,330

$3,132+165.9%

$2,840+193.4%

$4,876+70.8%

Participant deferral / active EE

$1,287

$3,972-67.6%

$3,609-64.3%

$5,439-76.3%

Admin fee / account holder

$62,565

$5,711+995.6%

$4,906+1175.3%

$10,885+474.8%

JOHN F. SLATER FUNERAL HOME, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOHN F. SLATER FUNERAL HOME, 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