Retirement plan

MOSER MEMORIAL CHAPEL, INC., INTEGRATED-PROFIT SHARING PLAN

Name: MOSER MEMORIAL CHAPEL, INC. - MOSER MEMORIAL CHAPEL, INC., INTEGRATED-PROFIT SHARING PLAN (2018) Form 5500
Creator: MOSER MEMORIAL CHAPEL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MOSER MEMORIAL CHAPEL, INC., INTEGRATED-PROFIT SHARING PLAN, MOSER MEMORIAL CHAPEL, INC.

MOSER MEMORIAL CHAPEL, INC.EIN 47-0575980Plan #001PY 2018

PO BOX 436 - FREMONT, NE 680260436402-721-4490mosermemorialchapels.comLinkedIn1-10 employeeshospital & health care

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$508K

-3.1% from 2017

Total participants

0.0% from 2017

Average account balance

$63,453

-3.1% from 2017

Annual return

-6.48%

-21.38 pp from 2017

Benchmarks

See 33,727 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,727 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.42M

Not enough data

1 years with asset history on file

Average account balance

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

$204K

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

$95K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+12.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2216

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 codes3D2E2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$1K

$136 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.214%

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

$63,453

$90,606-30.0%

$79,466-20.2%

$135,379-53.1%

Participation rate

100.0%

76.0%+24.0pp

73.3%+26.7pp

82.6%+17.4pp

Annual return

-6.48%

977.69%-984.2pp

718.28%-724.8pp

519.79%-526.3pp

Employer contribution / active EE

$2,180

$3,068-28.9%

$2,800-22.2%

$4,779-54.4%

Participant deferral / active EE

$4,050-100.0%

$3,704-100.0%

$5,609-100.0%

Admin fee / account holder

$136

$5,895-97.7%

$5,104-97.3%

$10,828-98.7%

MOSER MEMORIAL CHAPEL, INC., INTEGRATED-PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MOSER MEMORIAL CHAPEL, INC., INTEGRATED-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