Retirement plan

RETIREMENT SAVINGS PLAN FOR THE CEMETERIES ASSOCIATION OF GREATER CHICAGO

Name: CEMETERIES ASSOCIATION OF GREATER CHICAGO - RETIREMENT SAVINGS PLAN FOR THE CEMETERIES ASSOCIATION OF GREATER CHICAGO (2017) Form 5500
Creator: CEMETERIES ASSOCIATION OF GREATER CHICAGO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RETIREMENT SAVINGS PLAN FOR THE CEMETERIES ASSOCIATION OF GREATER CHICAGO, CEMETERIES ASSOCIATION OF GREATER CHICAGO

CEMETERIES ASSOCIATION OF GREATER CHICAGOEIN 36-2658055Plan #333PY 2017

2900 WEST 111TH STREET - CHICAGO, IL 60655773-233-0136

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$941K

+24.9% from 2016

Total participants

+29.0% from 2016

Average account balance

$25,419

-5.5% from 2016

Annual return

16.55%

+8.39 pp from 2016

Benchmarks

See 7,912 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,912 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$506K

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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

$14K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+11.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1711

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 codes2E2E2G2J3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$4K

$118 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.451%

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

$25,419

$53,128-52.2%

$86,582-70.6%

$70,126-63.8%

Participation rate

91.7%

65.3%+26.4pp

73.5%+18.1pp

69.5%+22.1pp

Annual return

16.55%

27.66%-11.1pp

965.08%-948.5pp

73.15%-56.6pp

Employer contribution / active EE

$1,688

$2,068-18.4%

$2,839-40.5%

$2,343-27.9%

Participant deferral / active EE

$49

$2,695-98.2%

$3,609-98.7%

$3,332-98.5%

Admin fee / account holder

$115

$3,584-96.8%

$4,904-97.7%

$4,645-97.5%

RETIREMENT SAVINGS PLAN FOR THE CEMETERIES ASSOCIATION OF GREATER CHICAGO

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RETIREMENT SAVINGS PLAN FOR THE CEMETERIES ASSOCIATION OF GREATER CHICAGO

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