Retirement plan

EMPLOYEE BENEFIT PLAN OF PARTNERSHIP FOR STRONG FAMILIES, INC.

Name: PARTNERSHIP FOR STRONG FAMILIES, INC. - EMPLOYEE BENEFIT PLAN OF PARTNERSHIP FOR STRONG FAMILIES, INC. (2019) Form 5500
Creator: PARTNERSHIP FOR STRONG FAMILIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF PARTNERSHIP FOR STRONG FAMILIES, INC., PARTNERSHIP FOR STRONG FAMILIES, INC.

PARTNERSHIP FOR STRONG FAMILIES, INC.EIN 03-0423150Plan #001PY 2019

5950 NW 1ST PL STE A - GAINESVILLE, FL 326076018352-244-1500pfsf.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$4.5M

+33.2% from 2017

Total participants

194

+29.3% from 2017

Average account balance

$25,596

+8.7% from 2017

Annual return

4.63%

-10.06 pp from 2017

Benchmarks

See 38,327 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Participants100-249

Cohort38,327 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.31M

Not enough data

1 years with asset history on file

Average account balance

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

$38K

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.

193

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.

91.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$696K

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

+11.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$250

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 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP4+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Participant loan processing; Claims p...	$1,878

Plan features & details

Pension benefit codes2F2G2S2T3D

Plan features

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.
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.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$802

$5 / participant

Other / not subdivided$802100.0%

% of EOY assets

0.018%

all-in expense ratio

Categories reported

0 / 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: PURVIS, GRAY & COMPANY, LLP
Auditor EIN: 590548468
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$25,596

$65,185-60.7%

$61,048-58.1%

$65,185-60.7%

Participation rate

87.2%

70.2%+17.0pp

79.3%+7.9pp

70.2%+17.0pp

Annual return

4.63%

29.38%-24.8pp

26.18%-21.6pp

29.38%-24.8pp

Employer contribution / active EE

$1,376

$2,177-36.8%

$3,716-63.0%

$2,177-36.8%

Participant deferral / active EE

$2,113

$3,514-39.9%

$4,470-52.7%

$3,514-39.9%

Admin fee / account holder

$847-99.5%

$3,728-99.9%

$847-99.5%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP4+ years

Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Participant loan processing; Claims p...

$1,878

EMPLOYEE BENEFIT PLAN OF PARTNERSHIP FOR STRONG FAMILIES, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF PARTNERSHIP FOR STRONG FAMILIES, INC.

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