Retirement plan

HARDER FUNERAL SERVICE, INC., PROFIT SHARING PLAN

Name: HARDER FUNERAL SERVICE, INC. - HARDER FUNERAL SERVICE, INC., PROFIT SHARING PLAN (2019) Form 5500
Creator: HARDER FUNERAL SERVICE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HARDER FUNERAL SERVICE, INC., PROFIT SHARING PLAN, HARDER FUNERAL SERVICE, INC.

HARDER FUNERAL SERVICE, INC.EIN 39-1139806Plan #002PY 2019

18700 WEST CAPITOL DRIVE - BROOKFIELD, WI 53005262-781-8350LinkedIn1-10 employeesindividual & family services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$756K

+24.6% from 2018

Total participants

+18.2% from 2018

Average account balance

$58,153

+5.4% from 2018

Annual return

17.17%

+21.39 pp from 2018

Benchmarks

See 35,105 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,105 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.25M

Not enough data

1 years with asset history on file

Average account balance

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

$104K

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

$15K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+14.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1470

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 codes3D2E2G2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$6K

$483 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.831%

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

$58,153

$103,038-43.6%

$90,324-35.6%

$152,909-62.0%

Participation rate

100.0%

75.9%+24.1pp

73.3%+26.7pp

82.5%+17.5pp

Annual return

17.17%

95.25%-78.1pp

78.15%-61.0pp

345.46%-328.3pp

Employer contribution / active EE

$3,462

$3,141+10.2%

$2,856+21.2%

$4,764-27.3%

Participant deferral / active EE

$4,282-100.0%

$3,885-100.0%

$5,851-100.0%

Admin fee / account holder

$483

$6,177-92.2%

$5,356-91.0%

$11,601-95.8%

HARDER FUNERAL SERVICE, INC., PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HARDER FUNERAL SERVICE, INC., 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