Retirement plan

TAX DEFERRED ANNUITY PLAN OF THE MILTON HATTIE KUTZ HOME, INC.

Name: THE MILTON HATTIE KUTZ HOME, INC. - TAX DEFERRED ANNUITY 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, TAX DEFERRED ANNUITY PLAN OF THE MILTON HATTIE KUTZ HOME, INC., THE MILTON HATTIE KUTZ HOME, INC.

THE MILTON HATTIE KUTZ HOME, INC.EIN 51-0070786Plan #003PY 2019

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

Other plans on this EIN

1 filing

#002Retirement-$2.1M assets

Prospect flagsHigh feesLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$60K

+85.8% from 2018

Total participants

+12.5% from 2018

Average account balance

$8,619

+85.8% from 2018

Annual return

23.31%

+28.76 pp from 2018

Benchmarks

See 104,301 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,301 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$171K

Not enough data

1 years with asset history on file

Average account balance

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

$19K

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.

112.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+12.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2F2G3D

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.
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

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$2K

$248 / participant

Other / not subdivided$2K100.0%

% of EOY assets

3.701%

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

$8,619

$202,342-95.7%

$172,753-95.0%

$152,909-94.4%

Participation rate

77.8%

87.1%-9.3pp

82.6%-4.9pp

82.5%-4.7pp

Annual return

23.31%

1029.88%-1006.6pp

803.00%-779.7pp

345.46%-322.2pp

Employer contribution / active EE

$5,857-100.0%

$5,144-100.0%

$4,764-100.0%

Participant deferral / active EE

$2,502

$5,948-57.9%

$5,198-51.9%

$5,851-57.2%

Admin fee / account holder

$319

$17,112-98.1%

$13,956-97.7%

$11,601-97.3%

TAX DEFERRED ANNUITY PLAN OF THE MILTON HATTIE KUTZ HOME, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAX DEFERRED ANNUITY 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