Retirement plan

ANDERSON FUNERAL & CREMATION SERVICES, LLC 401(K) PROFIT SHARING PLAN

Name: ANDERSON FUNERAL & CREMATION SERVICES LLC - ANDERSON FUNERAL & CREMATION SERVICES, LLC 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: ANDERSON FUNERAL & CREMATION SERVICES LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANDERSON FUNERAL & CREMATION SERVICES, LLC 401(K) PROFIT SHARING PLAN, ANDERSON FUNERAL & CREMATION SERVICES LLC

ANDERSON FUNERAL & CREMATION SERVICES LLCEIN 36-3090833Plan #001PY 2017

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$825K

+12.3% from 2016

Total participants

+18.2% from 2016

Average account balance

$75,014

+12.3% from 2016

Annual return

9.86%

+9.54 pp from 2016

Benchmarks

See 32,061 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,061 peers

Snapshot2017

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

$4K

$346 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.462%

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

$75,014

$99,031-24.3%

$86,597-13.4%

$147,585-49.2%

Participation rate

81.8%

76.3%+5.5pp

73.5%+8.3pp

82.8%-1.0pp

Annual return

9.86%

1312.56%-1302.7pp

964.96%-955.1pp

578.57%-568.7pp

Employer contribution / active EE

$713

$3,132-77.3%

$2,840-74.9%

$4,876-85.4%

Participant deferral / active EE

$888

$3,972-77.6%

$3,609-75.4%

$5,439-83.7%

Admin fee / account holder

$346

$5,711-93.9%

$4,906-92.9%

$10,885-96.8%

ANDERSON FUNERAL & CREMATION SERVICES, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ANDERSON FUNERAL & CREMATION SERVICES, 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