Retirement plan

AARON-RUBEN-NELSON MERIDIAN HILLS MORTUARY, INC. PROFIT SHARING PLAN

Name: ARRON-RUBEN-NELSON MERIDIAN HILLS M - AARON-RUBEN-NELSON MERIDIAN HILLS MORTUARY, INC. PROFIT SHARING PLAN (2020) Form 5500
Creator: ARRON-RUBEN-NELSON MERIDIAN HILLS M
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AARON-RUBEN-NELSON MERIDIAN HILLS MORTUARY, INC. PROFIT SHARING PLAN, ARRON-RUBEN-NELSON MERIDIAN HILLS M

ARRON-RUBEN-NELSON MERIDIAN HILLS MEIN 35-0134000Plan #001PY 2020

11411 NORTH MICHIGAN ROAD - ZIONSVILLE, IN 46077317-873-4776

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$870K

-39.7% from 2019

Total participants

-11.1% from 2019

Average account balance

$108,709

-32.1% from 2019

Annual return

-0.33%

-7.19 pp from 2019

Benchmarks

See 36,205 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,205 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.71M

Not enough data

1 years with asset history on file

Average account balance

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

$285K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$65K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+24.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2029

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 codes2E2G2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$628K

$125657 / participant

Other / not subdivided$628K100.0%

% of EOY assets

72.244%

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

$108,709

$100,911+7.7%

$90,440+20.2%

$158,966-31.6%

Participation rate

100.0%

75.0%+25.0pp

72.7%+27.3pp

82.0%+18.0pp

Annual return

-0.33%

1726.62%-1726.9pp

1294.38%-1294.7pp

302.95%-303.3pp

Employer contribution / active EE

$12,130

$3,690+228.7%

$3,263+271.7%

$4,762+154.7%

Participant deferral / active EE

$4,348-100.0%

$3,964-100.0%

$5,983-100.0%

Admin fee / account holder

$78,536

$6,507+1106.9%

$5,615+1298.7%

$11,250+598.1%

AARON-RUBEN-NELSON MERIDIAN HILLS MORTUARY, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AARON-RUBEN-NELSON MERIDIAN HILLS MORTUARY, 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