Retirement plan

AIRSMAN-HIRES FUNERAL HOME, P.C. 401K PROFIT SHARING PLAN

Name: AIRSMAN-HIRES FUNERAL HOME, P.C. - AIRSMAN-HIRES FUNERAL HOME, P.C. 401K PROFIT SHARING PLAN (2017) Form 5500
Creator: AIRSMAN-HIRES FUNERAL HOME, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AIRSMAN-HIRES FUNERAL HOME, P.C. 401K PROFIT SHARING PLAN, AIRSMAN-HIRES FUNERAL HOME, P.C.

AIRSMAN-HIRES FUNERAL HOME, P.C.EIN 37-1061852Plan #001PY 2017

1405 LINCOLN AVE - JACKSONVILLE, IL 626504005217-243-1010

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$3.8M

+0.1% from 2016

Total participants

+3.6% from 2016

Average account balance

$129,376

-3.3% from 2016

Annual return

14.07%

+7.60 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

$3.04M

Not enough data

1 years with asset history on file

Average account balance

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

$122K

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.

131.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$149K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+12.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1834

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 codes2E2J3D

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$628K

$34889 / participant

Other / not subdivided$628K100.0%

% of EOY assets

16.738%

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

$129,376

$99,011+30.7%

$86,582+49.4%

$147,586-12.3%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

14.07%

1312.75%-1298.7pp

965.08%-951.0pp

578.59%-564.5pp

Employer contribution / active EE

$2,489

$3,132-20.5%

$2,839-12.4%

$4,876-49.0%

Participant deferral / active EE

$3,346

$3,972-15.8%

$3,609-7.3%

$5,439-38.5%

Admin fee / account holder

$21,655

$5,709+279.3%

$4,904+341.6%

$10,886+98.9%

AIRSMAN-HIRES FUNERAL HOME, P.C. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AIRSMAN-HIRES FUNERAL HOME, P.C. 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