Retirement plan

STAAB FUNERAL HOME PROFIT SHARING PLAN AND TRUST

Name: STAAB FUNERAL HOME, LTD - STAAB FUNERAL HOME PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: STAAB FUNERAL HOME, LTD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STAAB FUNERAL HOME PROFIT SHARING PLAN AND TRUST, STAAB FUNERAL HOME, LTD

STAAB FUNERAL HOME, LTDEIN 37-1203230Plan #001PY 2017

1109 SOUTH 5TH STREET - SPRINGFIELD, IL 627032313217-528-6461staabfuneralhomes.comLinkedIn11-50 employeesconsumer services

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$6.3M

+19.6% from 2016

Total participants

+4.3% from 2016

Average account balance

$300,992

+25.3% from 2016

Annual return

19.30%

+10.99 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

$5.34M

Not enough data

1 years with asset history on file

Average account balance

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

$254K

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.

105.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$150K

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

+13.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$57196

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 codes2E2F2G2J3D

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.
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.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$99K

$5225 / participant

Other / not subdivided$99K100.0%

% of EOY assets

1.571%

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

$300,992

$99,011+204.0%

$86,582+247.6%

$147,586+103.9%

Participation rate

84.2%

76.3%+7.9pp

73.5%+10.7pp

82.8%+1.4pp

Annual return

19.30%

1312.75%-1293.4pp

965.08%-945.8pp

578.59%-559.3pp

Employer contribution / active EE

$2,924

$3,132-6.6%

$2,839+3.0%

$4,876-40.0%

Participant deferral / active EE

$3,092

$3,972-22.2%

$3,609-14.3%

$5,439-43.2%

Admin fee / account holder

$4,727

$5,709-17.2%

$4,904-3.6%

$10,886-56.6%

STAAB FUNERAL HOME PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STAAB FUNERAL HOME PROFIT SHARING PLAN AND TRUST

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