Retirement plan

STONEMOR RETIREMENT AND SAVINGS PLAN

Name: STONEMOR GP LLC - STONEMOR RETIREMENT AND SAVINGS PLAN (2017) Form 5500
Creator: STONEMOR GP LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STONEMOR RETIREMENT AND SAVINGS PLAN, STONEMOR GP LLC

STONEMOR GP LLCEIN 80-0103152Plan #001PY 2017

3600 HORIZON BLVD, SUITE 100 - TREVOSE, PA 19053215-826-2904

Other plans on this EIN

2 filings

#003Retirement-$6.0M assets #002Retirement-$523K assets

Prospect flagsLow returnsLow participationLow assets / participantLow employer contributionCorrective distributions

How to read this page

Total assets (EOY)

$31.4M

+9.0% from 2016

Total participants

4,571

-0.4% from 2016

Average account balance

$11,266

+0.0% from 2016

Annual return

12.72%

+5.35 pp from 2016

Benchmarks

See 217 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants1,000-4,999

Cohort217 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$39.80M

Not enough data

1 years with asset history on file

Average account balance

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

$10K

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.

3,805

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.

90.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6.03M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+16.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$73

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

1 years with F_SCH_H allocation on file

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Service providers

Top 9 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years Service code 52 · EIN 04-1590850	Indirect Investment Fees	$109,940
GREENLEAF TRUST1 year Filed as: GREENLEAF ADVISORS LLC Service code 27 · EIN 47-1303673	Advisory (Plan)	$73,412
ALLIANZ GLOBAL INVESTORS1 year Service code 52 · EIN 33-0457728	Indirect Investment Fees	$0
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037	Indirect Investment Fees	$0
DELAWARE INVESTMENTS1 year Service code 52 · EIN 52-1842569	Indirect Investment Fees	$0
FIDELITY INVESTMENTS INSTITUTIONAL1 year Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3335387	Indirect Investment Fees	$0
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768	Indirect Investment Fees	$0
MFS INVESTMENT MANAGEMENT1 year Service code 52 · EIN 04-3158862	Indirect Investment Fees	$0
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 52 · EIN 90-0342299	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2J2F2G2K3B3D2S2T

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

5 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$110K

$25 / participant

Investment mgmt$59K53.4%
Contract admin$51K46.2%
Other / not subdivided$5000.5%

% of EOY assets

0.350%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: CLIFTONLARSONALLEN, LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$11,266

$41,256-72.7%

$86,582-87.0%

$77,958-85.5%

Participation rate

60.2%

63.0%-2.8pp

73.5%-13.3pp

71.6%-11.4pp

Annual return

12.72%

17.67%-4.9pp

965.08%-952.4pp

20.87%-8.1pp

Employer contribution / active EE

$1,613-100.0%

$2,839-100.0%

$2,310-100.0%

Participant deferral / active EE

$999

$2,332-57.2%

$3,609-72.3%

$3,537-71.7%

Admin fee / account holder

$39

$71-44.3%

$4,904-99.2%

$97-59.5%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$109,940

GREENLEAF TRUST1 year

Filed as: GREENLEAF ADVISORS LLC

Service code 27 · EIN 47-1303673

Advisory (Plan)

$73,412

ALLIANZ GLOBAL INVESTORS1 year

Service code 52 · EIN 33-0457728

Indirect Investment Fees

AMERICAN FUNDS1 year

Service code 52 · EIN 95-1411037

Indirect Investment Fees

DELAWARE INVESTMENTS1 year

Service code 52 · EIN 52-1842569

Indirect Investment Fees

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Filed as: FIDELITY ADVISOR

Service code 52 · EIN 04-3335387

Indirect Investment Fees

FRANKLIN TEMPLETON1 year

Filed as: FRANKLINTEMPLETON

Service code 52 · EIN 13-3151768

Indirect Investment Fees

MFS INVESTMENT MANAGEMENT1 year

Service code 52 · EIN 04-3158862

Indirect Investment Fees

WELLS FARGO BANK, N.A.1 year

Filed as: WELLS FARGO

Service code 52 · EIN 90-0342299

Indirect Investment Fees

STONEMOR RETIREMENT AND SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STONEMOR RETIREMENT AND SAVINGS 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