Retirement plan

N.H. SCOTT & HEBBLETHWAITE FUNERAL HOME 401(K) PLAN

Name: N.H. SCOTT & HEBBLETHWAITE FUNERAL HOME, INC. - N.H. SCOTT & HEBBLETHWAITE FUNERAL HOME 401(K) PLAN (2017) Form 5500
Creator: N.H. SCOTT & HEBBLETHWAITE FUNERAL HOME, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, N.H. SCOTT & HEBBLETHWAITE FUNERAL HOME 401(K) PLAN, N.H. SCOTT & HEBBLETHWAITE FUNERAL HOME, INC.

N.H. SCOTT & HEBBLETHWAITE FUNERAL HOME, INC.EIN 36-1203570Plan #001PY 2017

1240 WAUKEGAN RD - GLENVIEW, IL 600253044847-998-1020

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$300K

+15.9% from 2016

Total participants

-33.3% from 2016

Average account balance

$149,776

+73.9% from 2016

Annual return

19.80%

+16.70 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$988K

Not enough data

1 years with asset history on file

Average account balance

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

$494K

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

$55K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

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

+15.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2158

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 codes2E2F2G2J2T3D

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.

Opportunity flags

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$32K

$15884 / participant

Other / not subdivided$32K100.0%

% of EOY assets

10.605%

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

$149,776

$99,009+51.3%

$86,581+73.0%

$147,585+1.5%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

19.80%

1312.70%-1292.9pp

965.06%-945.3pp

578.58%-558.8pp

Employer contribution / active EE

$3,860

$3,132+23.2%

$2,840+35.9%

$4,876-20.9%

Participant deferral / active EE

$6,045

$3,972+52.2%

$3,609+67.5%

$5,439+11.1%

Admin fee / account holder

$15,884

$5,709+178.2%

$4,904+223.9%

$10,886+45.9%

N.H. SCOTT & HEBBLETHWAITE FUNERAL HOME 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

N.H. SCOTT & HEBBLETHWAITE FUNERAL HOME 401(K) 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