Retirement plan

HOLLYWOOD CEMETERY COMPANY, INCORPORATED EMPLOYEES' RETIREMENT PLAN

Name: HOLLYWOOD CEMETERY COMPANY, INCORPORATED - HOLLYWOOD CEMETERY COMPANY, INCORPORATED EMPLOYEES' RETIREMENT PLAN (2021) Form 5500
Creator: HOLLYWOOD CEMETERY COMPANY, INCORPORATED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HOLLYWOOD CEMETERY COMPANY, INCORPORATED EMPLOYEES' RETIREMENT PLAN, HOLLYWOOD CEMETERY COMPANY, INCORPORATED

HOLLYWOOD CEMETERY COMPANY, INCORPORATEDEIN 54-0249940Plan #002PY 2021

412 S. CHERRY ST. - RICHMOND, VA 232206214804-648-8501hollywoodcemetery.orgLinkedIn11-50 employees

Other plans on this EIN

1 filing

#001Retirement-$3.3M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$85K

+92.9% from 2020

Total participants

+25.0% from 2020

Average account balance

$17,057

+54.3% from 2020

Annual return

40.24%

+52.95 pp from 2020

Benchmarks

See 37,618 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort37,618 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$373K

Not enough data

1 years with asset history on file

Average account balance

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

$62K

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

$74K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+10.65%

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$6K

$1277 / participant

Other / not subdivided$6K100.0%

% of EOY assets

7.484%

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

$17,057

$109,872-84.5%

$98,483-82.7%

$167,536-89.8%

Participation rate

100.0%

75.8%+24.2pp

73.3%+26.7pp

82.1%+17.9pp

Annual return

40.24%

1959.31%-1919.1pp

1494.38%-1454.1pp

478.82%-438.6pp

Employer contribution / active EE

$3,390

$3,225+5.1%

$2,961+14.5%

$4,839-29.9%

Participant deferral / active EE

$2,541

$4,673-45.6%

$4,276-40.6%

$6,342-59.9%

Admin fee / account holder

$1,277

$6,757-81.1%

$5,953-78.6%

$12,315-89.6%

HOLLYWOOD CEMETERY COMPANY, INCORPORATED EMPLOYEES' RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HOLLYWOOD CEMETERY COMPANY, INCORPORATED EMPLOYEES' RETIREMENT 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