Retirement plan

EMPLOYEE BENEFIT PLAN OF THE MILTON HATTIE KUTZ HOME, INC.

Name: THE MILTON HATTIE KUTZ HOME, INC. - EMPLOYEE BENEFIT PLAN OF THE MILTON HATTIE KUTZ HOME, INC. (2019) Form 5500
Creator: THE MILTON HATTIE KUTZ HOME, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF THE MILTON HATTIE KUTZ HOME, INC., THE MILTON HATTIE KUTZ HOME, INC.

THE MILTON HATTIE KUTZ HOME, INC.EIN 51-0070786Plan #002PY 2019

704 RIVER RD - WILMINGTON, DE 198092746302-764-7000LinkedIn1-10 employees

Other plans on this EIN

1 filing

#003Retirement-$60K assets

Prospect flagsLow returnsHigh feesRecently reached 100 employees

How to read this page

Total assets (EOY)

$2.1M

+27.8% from 2018

Total participants

105

-0.9% from 2018

Average account balance

$20,275

+21.6% from 2018

Annual return

14.82%

+20.49 pp from 2018

Benchmarks

See 18,455 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,455 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.44M

Not enough data

1 years with asset history on file

Average account balance

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

$11K

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.

129

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.

126.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$24K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$233

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

+10.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1910

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

See the 10-year trajectory. $4.99 for your first month.

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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 codes2F2G2T3D2J

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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.
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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$36K

$434 / participant

Other / not subdivided$36K100.0%

% of EOY assets

1.725%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$20,275

$85,202-76.2%

$172,739-88.3%

$72,985-72.2%

Participation rate

97.6%

70.1%+27.5pp

82.6%+14.9pp

69.5%+28.1pp

Annual return

14.82%

27.32%-12.5pp

802.84%-788.0pp

81.00%-66.2pp

Employer contribution / active EE

$888

$3,324-73.3%

$5,143-82.7%

$2,440-63.6%

Participant deferral / active EE

$1,996

$3,260-38.8%

$5,198-61.6%

$3,607-44.7%

Admin fee / account holder

$350

$5,884-94.1%

$13,954-97.5%

$5,124-93.2%

EMPLOYEE BENEFIT PLAN OF THE MILTON HATTIE KUTZ HOME, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF THE MILTON HATTIE KUTZ HOME, INC.

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