Retirement plan

CONBOY FUNERAL HOME, INC. PROFIT SHARING 401(K) PLAN AND TRUST

Name: CONBOY FUNERAL HOME, INC. - CONBOY FUNERAL HOME, INC. PROFIT SHARING 401(K) PLAN AND TRUST (2017) Form 5500
Creator: CONBOY FUNERAL HOME, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CONBOY FUNERAL HOME, INC. PROFIT SHARING 401(K) PLAN AND TRUST, CONBOY FUNERAL HOME, INC.

CONBOY FUNERAL HOME, INC.EIN 36-2157882Plan #002PY 2017

10501 CERMAK RD. - WESTCHESTER, IL 60154708-562-5900

Other plans on this EIN

2 filings

#003Retirement-$1.0M assets #001Retirement--

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

+25.6% from 2016

Total participants

0.0% from 2016

Average account balance

$76,175

+25.6% from 2016

Annual return

18.42%

+12.16 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

$2.99M

Not enough data

1 years with asset history on file

Average account balance

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

$200K

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.

136.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$72K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+14.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1817

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 codes2E2J

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.

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

$64K

$8040 / participant

Other / not subdivided$64K100.0%

% of EOY assets

4.967%

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

$76,175

$99,011-23.1%

$86,582-12.0%

$147,586-48.4%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

18.42%

1312.75%-1294.3pp

965.08%-946.7pp

578.59%-560.2pp

Employer contribution / active EE

$13,427

$3,132+328.7%

$2,839+372.9%

$4,876+175.4%

Participant deferral / active EE

$3,875

$3,972-2.4%

$3,609+7.4%

$5,439-28.8%

Admin fee / account holder

$3,784

$5,709-33.7%

$4,904-22.9%

$10,886-65.2%

CONBOY FUNERAL HOME, INC. PROFIT SHARING 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CONBOY FUNERAL HOME, INC. PROFIT SHARING 401(K) PLAN AND TRUST

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