Retirement plan

TUCKER FUNERAL HOME, INC. PROFIT SHARING PLAN

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

TUCKER FUNERAL HOME, INC.EIN 61-0608734Plan #001PY 2020

113 NORTH THIRD STREET - CENTRAL CITY, KY 423301549270-754-1551tuckerfuneralhomes.comLinkedIn1-10 employeeslaw enforcement

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$4M

+5.1% from 2019

Total participants

+6.7% from 2019

Average account balance

$248,346

-1.5% from 2019

Annual return

3.02%

-17.25 pp from 2019

Benchmarks

See 36,228 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,228 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.09M

Not enough data

1 years with asset history on file

Average account balance

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

$256K

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.

177.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$95K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+12.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$62196

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 codes2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 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.

Expense breakdown

Schedule H Part II

Admin total

$82K

$5857 / participant

Other / not subdivided$82K100.0%

% of EOY assets

2.063%

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

$248,346

$100,895+146.1%

$90,430+174.6%

$158,950+56.2%

Participation rate

100.0%

75.0%+25.0pp

72.7%+27.3pp

82.0%+18.0pp

Annual return

3.02%

1725.54%-1722.5pp

1293.73%-1290.7pp

302.91%-299.9pp

Employer contribution / active EE

$8,371

$3,689+126.9%

$3,262+156.6%

$4,762+75.8%

Participant deferral / active EE

$4,347-100.0%

$3,963-100.0%

$5,983-100.0%

Admin fee / account holder

$5,125

$6,505-21.2%

$5,613-8.7%

$11,248-54.4%

TUCKER FUNERAL HOME, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TUCKER FUNERAL HOME, INC. PROFIT SHARING 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