Retirement plan

KELLER FUNERAL HOME SAFE HARBOR 401(K) PROGRAM

Name: KELLER FUNERAL HOME, INC. - KELLER FUNERAL HOME SAFE HARBOR 401(K) PROGRAM (2019) Form 5500
Creator: KELLER FUNERAL HOME, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KELLER FUNERAL HOME SAFE HARBOR 401(K) PROGRAM, KELLER FUNERAL HOME, INC.

KELLER FUNERAL HOME, INC.EIN 55-0483501Plan #001PY 2019

1236 MYERS AVE - DUNBAR, WV 250643026304-768-1217kellerfuneralhome.netLinkedIn11-50 employeesreal estate

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$325K

+30.3% from 2018

Total participants

+12.5% from 2018

Average account balance

$36,079

+15.8% from 2018

Annual return

20.92%

+30.17 pp from 2018

Benchmarks

See 35,151 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,151 peers

Snapshot2019

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$228K

Not enough data

1 years with asset history on file

Average account balance

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

$76K

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

$19K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+14.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5813

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 codes2E2F2G2J2T3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

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

$353

$44 / participant

Other / not subdivided$353100.0%

% of EOY assets

0.109%

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

$36,079

$102,966-65.0%

$90,281-60.0%

$152,861-76.4%

Participation rate

100.0%

75.9%+24.1pp

73.3%+26.7pp

82.4%+17.6pp

Annual return

20.92%

95.16%-74.2pp

78.10%-57.2pp

345.32%-324.4pp

Employer contribution / active EE

$1,254

$3,139-60.1%

$2,854-56.1%

$4,762-73.7%

Participant deferral / active EE

$1,699

$4,281-60.3%

$3,885-56.3%

$5,850-71.0%

Admin fee / account holder

$39

$6,171-99.4%

$5,351-99.3%

$11,596-99.7%

KELLER FUNERAL HOME SAFE HARBOR 401(K) PROGRAM

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KELLER FUNERAL HOME SAFE HARBOR 401(K) PROGRAM

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