Retirement plan

ROBERT J. SMITH FUNERAL HOMES, INC., INTEGRATED-401K PROFIT SHARING PLAN

Name: ROBERT J. SMITH FUNERAL HOMES, INC. - ROBERT J. SMITH FUNERAL HOMES, INC., INTEGRATED-401K PROFIT SHARING PLAN (2018) Form 5500
Creator: ROBERT J. SMITH FUNERAL HOMES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROBERT J. SMITH FUNERAL HOMES, INC., INTEGRATED-401K PROFIT SHARING PLAN, ROBERT J. SMITH FUNERAL HOMES, INC.

ROBERT J. SMITH FUNERAL HOMES, INC.EIN 36-3130010Plan #002PY 2018

6150 NORTH CICERO AVENUE - CHICAGO, IL 606464304773-736-3833smithcorcoran.comLinkedIn11-50 employeesevents services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$970K

-2.9% from 2017

Total participants

0.0% from 2017

Average account balance

$138,625

-2.9% from 2017

Annual return

-7.27%

-27.71 pp from 2017

Benchmarks

See 33,726 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,726 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.80M

Not enough data

1 years with asset history on file

Average account balance

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

$300K

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

$91K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+9.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7475

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 codes2E2F2H2J2T3D

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

$7K

$967 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.697%

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

$138,625

$90,607+53.0%

$79,467+74.4%

$135,380+2.4%

Participation rate

100.0%

76.0%+24.0pp

73.3%+26.7pp

82.6%+17.4pp

Annual return

-7.27%

977.74%-985.0pp

718.30%-725.6pp

519.81%-527.1pp

Employer contribution / active EE

$2,460

$3,068-19.8%

$2,800-12.2%

$4,779-48.5%

Participant deferral / active EE

$3,741

$4,050-7.6%

$3,704+1.0%

$5,609-33.3%

Admin fee / account holder

$967

$5,895-83.6%

$5,104-81.1%

$10,828-91.1%

ROBERT J. SMITH FUNERAL HOMES, INC., INTEGRATED-401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROBERT J. SMITH FUNERAL HOMES, INC., INTEGRATED-401K 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