Retirement plan

B.W.H., LLC 401(K) PROFIT SHARING PLAN

Name: BUCK-WHEELER-HYLAND FUNERAL HOME, LLC - B.W.H., LLC 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: BUCK-WHEELER-HYLAND FUNERAL HOME, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, B.W.H., LLC 401(K) PROFIT SHARING PLAN, BUCK-WHEELER-HYLAND FUNERAL HOME, LLC

BUCK-WHEELER-HYLAND FUNERAL HOME, LLCEIN 36-3090833Plan #001PY 2015

218 WEST HURLBUT AVE. - BELVIDERE, IL 61008815-544-2616andersonfcs.comLinkedIn11-50 employeesconsumer services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$715K

No prior year

Total participants

No prior year

Average account balance

$64,969

No prior year

Annual return

-2.89%

No prior year

Benchmarks

See 26,340 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,340 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$29K

Not enough data

1 years with asset history on file

Average account balance

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

$2K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$57

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 codes2E2F2G2R3D2J

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.
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

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

$181K

$18128 / participant

Other / not subdivided$181K100.0%

% of EOY assets

25.366%

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

$64,969

$84,685-23.3%

$73,836-12.0%

$125,389-48.2%

Participation rate

100.0%

76.8%+23.2pp

73.4%+26.6pp

83.2%+16.8pp

Annual return

-2.89%

3123.80%-3126.7pp

2268.06%-2270.9pp

282.24%-285.1pp

Employer contribution / active EE

$2,865

$3,123-8.3%

$2,787+2.8%

$4,866-41.1%

Participant deferral / active EE

$3,025

$3,993-24.2%

$3,583-15.6%

$5,352-43.5%

Admin fee / account holder

$16,480

$5,694+189.4%

$4,882+237.6%

$9,541+72.7%

B.W.H., LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

B.W.H., LLC 401(K) 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