Retirement plan

INGLEWOOD PARK CEMETERY 401K PLAN AND TRUST

Name: INGLEWOOD PARK CEMETERY - INGLEWOOD PARK CEMETERY 401K PLAN AND TRUST (2018) Form 5500
Creator: INGLEWOOD PARK CEMETERY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INGLEWOOD PARK CEMETERY 401K PLAN AND TRUST, INGLEWOOD PARK CEMETERY

INGLEWOOD PARK CEMETERYEIN 95-3755235Plan #003PY 2018

P.O. BOX 6042 - INGLEWOOD, CA 903126042310-412-6500inglewoodparkcemetery.comLinkedIn51-200 employeesconsumer services

Other plans on this EIN

1 filing

#001Retirement-$155K assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$6.7M

+11.4% from 2017

Total participants

322

+69.5% from 2017

Average account balance

$43,031

+10.6% from 2017

Annual return

9.05%

-5.99 pp from 2017

Benchmarks

See 845 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants250-999

Cohort845 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.90M

Not enough data

1 years with asset history on file

Average account balance

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

$73K

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.

190

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.

52.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.55M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+11.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$409

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

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL1 year Service code 37 · EIN 04-2647786	Loan Processing	$5,467
JOHN HANCOCK LIFE INSURANCE COMPANY1 year Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346	Recordkeeping	$231
CAMBRIDGE INVESTMENT RESEARCH1 year Service code 49 · EIN 42-1445429	Other Services	$0
SEE ATTACHED1 year Filed as: SEE ATTACHMENT TO SCHEDULE C Service code 60	Sub-TA Fees	$0

Plan features & details

Pension benefit codes2E2G2J2K3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$6K

$22 / participant

Contract admin$6K99.5%
Other / not subdivided$290.5%

% of EOY assets

0.091%

all-in expense ratio

Categories reported

1 / 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: WHITE, NELSON & COMPANY
Auditor EIN: 330686301
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$43,031

$43,999-2.2%

$79,467-45.9%

$55,725-22.8%

Participation rate

40.4%

66.9%-26.6pp

73.3%-33.0pp

70.9%-30.5pp

Annual return

9.05%

1.81%+7.2pp

718.30%-709.2pp

244.93%-235.9pp

Employer contribution / active EE

$775

$1,830-57.6%

$2,800-72.3%

$2,078-62.7%

Participant deferral / active EE

$1,352

$2,538-46.7%

$3,704-63.5%

$3,356-59.7%

Admin fee / account holder

$39

$118-66.6%

$5,104-99.2%

$115-65.9%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Service code 37 · EIN 04-2647786

Loan Processing

$5,467

JOHN HANCOCK LIFE INSURANCE COMPANY1 year

Filed as: JOHN HANCOCK LIFE INSURANCE

Service code 15 · EIN 01-0233346

Recordkeeping

$231

CAMBRIDGE INVESTMENT RESEARCH1 year

Service code 49 · EIN 42-1445429

Other Services

SEE ATTACHED1 year

Filed as: SEE ATTACHMENT TO SCHEDULE C

Service code 60

Sub-TA Fees

INGLEWOOD PARK CEMETERY 401K PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INGLEWOOD PARK CEMETERY 401K PLAN AND TRUST

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