Retirement plan

SHOEMAKER FUNERAL HOME, INC. PROFIT SHARING PLAN SERP

Name: SHOEMAKER FUNERAL HOME, INC. - SHOEMAKER FUNERAL HOME, INC. PROFIT SHARING PLAN SERP (2020) Form 5500
Creator: SHOEMAKER FUNERAL HOME, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SHOEMAKER FUNERAL HOME, INC. PROFIT SHARING PLAN SERP, SHOEMAKER FUNERAL HOME, INC.

SHOEMAKER FUNERAL HOME, INC.EIN 47-0847053Plan #001PY 2020

49 N. WALNUT STREET - BLAIRSVILLE, PA 157171345724-459-9115

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.7M

+16.5% from 2019

Total participants

+6.7% from 2019

Average account balance

$169,098

+9.2% from 2019

Annual return

15.51%

-6.67 pp from 2019

Benchmarks

See 36,205 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,205 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.52M

Not enough data

1 years with asset history on file

Average account balance

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

$195K

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.

138.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$112K

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

+16.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4611

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 codes2E2G3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

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

Expense breakdown

Schedule H Part II

Admin total

$46K

$3810 / participant

Other / not subdivided$46K100.0%

% of EOY assets

1.690%

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

$169,098

$100,911+67.6%

$90,440+87.0%

$158,966+6.4%

Participation rate

100.0%

75.0%+25.0pp

72.7%+27.3pp

82.0%+18.0pp

Annual return

15.51%

1726.62%-1711.1pp

1294.38%-1278.9pp

302.95%-287.4pp

Employer contribution / active EE

$5,731

$3,690+55.3%

$3,263+75.6%

$4,762+20.3%

Participant deferral / active EE

$4,348-100.0%

$3,964-100.0%

$5,983-100.0%

Admin fee / account holder

$2,858

$6,507-56.1%

$5,615-49.1%

$11,250-74.6%

SHOEMAKER FUNERAL HOME, INC. PROFIT SHARING PLAN SERP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SHOEMAKER FUNERAL HOME, INC. PROFIT SHARING PLAN SERP

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