Retirement plan

PETERSON SCHULDT FUNERAL HOME 401(K) PLAN

Name: PETERSON-SCHULDT FUNERAL HOME, INC - PETERSON SCHULDT FUNERAL HOME 401(K) PLAN (2015) Form 5500
Creator: PETERSON-SCHULDT FUNERAL HOME, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PETERSON SCHULDT FUNERAL HOME 401(K) PLAN, PETERSON-SCHULDT FUNERAL HOME, INC

PETERSON-SCHULDT FUNERAL HOME, INCEIN 45-0281355Plan #001PY 2015

515 NORTH CENTRAL - VALLEY CITY, ND 58072701-845-3232

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.1M

No prior year

Total participants

No prior year

Average account balance

No prior year

Annual return

-0.37%

No prior year

Benchmarks

See 26,340 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,340 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.93M

Not enough data

1 years with asset history on file

Average account balance

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

$642K

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

$18K

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

+13.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$28333

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 codes2H2J

Plan features

2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$4K

$1899 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.358%

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

$84,684-100.0%

$73,835-100.0%

$125,388-100.0%

Participation rate

0.0%

76.8%-76.8pp

73.4%-73.4pp

83.2%-83.2pp

Annual return

-0.37%

3123.93%-3124.3pp

2268.13%-2268.5pp

282.24%-282.6pp

Employer contribution / active EE

$9,000

$3,123+188.1%

$2,788+222.9%

$4,866+85.0%

Participant deferral / active EE

$4,500

$3,993+12.7%

$3,583+25.6%

$5,352-15.9%

Admin fee / account holder

$5,691-100.0%

$4,880-100.0%

$9,541-100.0%

PETERSON SCHULDT FUNERAL HOME 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PETERSON SCHULDT FUNERAL HOME 401(K) 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