Retirement plan

MAURINA-SCHILLING FUNERAL HOME 401(K) PLAN

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

MAURINA-SCHILLING FUNERAL HOMEEIN 39-1173896Plan #001PY 2017

203 N. 4TH STREET - ABBOTSFORD, WI 54405715-223-3872maurinaschilling.comLinkedIn1-10 employeesindividual & family services

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$40K

+127.8% from 2016

Total participants

-37.5% from 2016

Average account balance

$9,971

+127.8% from 2016

Annual return

21.05%

+21.05 pp from 2016

Benchmarks

See 32,061 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,061 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$532K

Not enough data

1 years with asset history on file

Average account balance

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

$106K

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.

62.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$61K

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

+14.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2374

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 codes2E2F2G2J2T3D

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.
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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$9,971

$99,031-89.9%

$86,597-88.5%

$147,585-93.2%

Participation rate

80.0%

76.3%+3.7pp

73.5%+6.5pp

82.8%-2.8pp

Annual return

21.05%

1312.56%-1291.5pp

964.96%-943.9pp

578.57%-557.5pp

Employer contribution / active EE

$920

$3,132-70.6%

$2,840-67.6%

$4,876-81.1%

Participant deferral / active EE

$2,817

$3,972-29.1%

$3,609-21.9%

$5,439-48.2%

Admin fee / account holder

$5,711-100.0%

$4,906-100.0%

$10,885-100.0%

MAURINA-SCHILLING FUNERAL HOME 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MAURINA-SCHILLING FUNERAL HOME 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion