Retirement plan

MOSER MEMORIAL CHAPEL, INC., INTEGRATED PROFIT SHARING PLAN

Name: MOSER MEMORIAL CHAPEL, INC. - MOSER MEMORIAL CHAPEL, INC., INTEGRATED PROFIT SHARING PLAN (2020) 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 2020

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

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$779K

+19.1% from 2019

Total participants

0.0% from 2019

Average account balance

$97,323

+19.1% from 2019

Annual return

9.21%

-11.98 pp from 2019

Benchmarks

See 36,228 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,228 peers

Snapshot2020

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$8K

$962 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.988%

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

$97,323

$100,895-3.5%

$90,430+7.6%

$158,950-38.8%

Participation rate

100.0%

75.0%+25.0pp

72.7%+27.3pp

82.0%+18.0pp

Annual return

9.21%

1725.54%-1716.3pp

1293.73%-1284.5pp

302.91%-293.7pp

Employer contribution / active EE

$8,057

$3,689+118.4%

$3,262+147.0%

$4,762+69.2%

Participant deferral / active EE

$4,347-100.0%

$3,963-100.0%

$5,983-100.0%

Admin fee / account holder

$962

$6,505-85.2%

$5,613-82.9%

$11,248-91.4%

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