Retirement plan

RYAN FUNERAL HOME CORPORATION 401(K) PROFIT SHARING PLAN

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

RYAN FUNERAL HOME CORPORATIONEIN 39-1035959Plan #001PY 2017

107 W MAIN ST - LITTLE CHUTE, WI 54140920-336-3171

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$428K

-60.8% from 2016

Total participants

+12.5% from 2016

Average account balance

$47,547

-65.2% from 2016

Annual return

2.90%

-2.62 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

$1.10M

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$65K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+12.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1759

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 codes2E2F2G3D

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.
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.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$733K

$122238 / participant

Other / not subdivided$733K100.0%

% of EOY assets

171.390%

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

$47,547

$99,011-52.0%

$86,582-45.1%

$147,586-67.8%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

2.90%

1312.75%-1309.8pp

965.08%-962.2pp

578.59%-575.7pp

Employer contribution / active EE

$1,611

$3,132-48.6%

$2,839-43.3%

$4,876-67.0%

Participant deferral / active EE

$4,394

$3,972+10.6%

$3,609+21.8%

$5,439-19.2%

Admin fee / account holder

$81,492

$5,709+1327.5%

$4,904+1561.7%

$10,886+648.6%

RYAN FUNERAL HOME CORPORATION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RYAN FUNERAL HOME CORPORATION 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