Retirement plan

LERUD SCHULDT MATHIAS FUNERAL HOME 401(K) PLAN

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

PETERSON-SCHULDT FUNERAL HOME, INCdba LERUD SCHULDT MATHIAS FUNERAL HOME, INC.EIN 45-0281355Plan #001PY 2017

515 CENTRAL AVE N - VALLEY CITY, ND 580722549701-845-3232

Prospect flagsHigh retiree %High assets / participant

How to read this page

Total assets (EOY)

$1.4M

+14.4% from 2016

Total participants

0.0% from 2016

Average account balance

$450,300

+14.4% from 2016

Annual return

12.89%

+3.51 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

$2.26M

Not enough data

1 years with asset history on file

Average account balance

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

$752K

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

+20.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$26667

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

2 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

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

$450,300

$99,031+354.7%

$86,597+420.0%

$147,585+205.1%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

12.89%

1312.56%-1299.7pp

964.96%-952.1pp

578.57%-565.7pp

Employer contribution / active EE

$9,000

$3,132+187.3%

$2,840+217.0%

$4,876+84.6%

Participant deferral / active EE

$3,972-100.0%

$3,609-100.0%

$5,439-100.0%

Admin fee / account holder

$5,711-100.0%

$4,906-100.0%

$10,885-100.0%

LERUD SCHULDT MATHIAS FUNERAL HOME 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

LERUD SCHULDT MATHIAS 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