Retirement plan

COLLINS-BURKE FUNERAL HOME, INC. PROFIT SHARING PLAN

Name: COLLINS-BURKE FUNERAL HOME, INC. - COLLINS-BURKE FUNERAL HOME, INC. PROFIT SHARING PLAN (2017) Form 5500
Creator: COLLINS-BURKE FUNERAL HOME, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COLLINS-BURKE FUNERAL HOME, INC. PROFIT SHARING PLAN, COLLINS-BURKE FUNERAL HOME, INC.

COLLINS-BURKE FUNERAL HOME, INC.EIN 63-0588196Plan #001PY 2017

303 OAKHILL ROAD - JASPER, AL 35504205-384-5571collinsburkefuneralhome.comLinkedIn11-50 employeeshuman resources

Other plans on this EIN

1 filing

#002Retirement-$2.0M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.7M

+5.4% from 2016

Total participants

-13.3% from 2016

Average account balance

$207,961

+21.6% from 2016

Annual return

14.04%

+9.08 pp from 2016

Benchmarks

See 32,061 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,061 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.61M

Not enough data

1 years with asset history on file

Average account balance

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

$661K

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.

90.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$111K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+12.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$24114

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 codes2E

Plan features

2E
Profit-sharing
Profit-sharing plan.

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

$354K

$32186 / participant

Other / not subdivided$354K100.0%

% of EOY assets

13.096%

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

$207,961

$99,031+110.0%

$86,597+140.1%

$147,585+40.9%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

14.04%

1312.56%-1298.5pp

964.96%-950.9pp

578.57%-564.5pp

Employer contribution / active EE

$11,562

$3,132+269.1%

$2,840+307.2%

$4,876+137.1%

Participant deferral / active EE

$3,972-100.0%

$3,609-100.0%

$5,439-100.0%

Admin fee / account holder

$27,235

$5,711+376.9%

$4,906+455.2%

$10,885+150.2%

COLLINS-BURKE FUNERAL HOME, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COLLINS-BURKE 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