Retirement plan

CENTRAL FLORIDA QUALITY CARE SERVICES, INC. 401(K) PROFIT SHARING PLAN

Name: CENTRAL FLORIDA QUALITY CARE SERVICES, INC. - CENTRAL FLORIDA QUALITY CARE SERVICES, INC. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: CENTRAL FLORIDA QUALITY CARE SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTRAL FLORIDA QUALITY CARE SERVICES, INC. 401(K) PROFIT SHARING PLAN, CENTRAL FLORIDA QUALITY CARE SERVICES, INC.

CENTRAL FLORIDA QUALITY CARE SERVICES, INC.EIN 20-1375748Plan #001PY 2018

723 EAST COLONIAL DRIVE, SUITE 200 - ORLANDO, FL 32803407-478-1368cflqualitycare.comLinkedIn1-10 employeeshealth, wellness and fitness

Other plans on this EIN

1 filing

#002Retirement-$764K assets

Prospect flagsLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$200K

+18.2% from 2017

Total participants

+32.0% from 2017

Average account balance

$6,677

-1.5% from 2017

Annual return

-4.91%

-52.09 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$270K

Not enough data

1 years with asset history on file

Average account balance

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

$15K

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.

257.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$869

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

-12.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$21

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 codes2E2G2J2T3D

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.
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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant 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.

Expense breakdown

Schedule H Part II

Admin total

$8K

$384 / participant

Other / not subdivided$8K100.0%

% of EOY assets

3.836%

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

$6,677

$180,459-96.3%

$154,108-95.7%

$135,380-95.1%

Participation rate

85.0%

87.4%-2.4pp

83.0%+2.0pp

82.6%+2.4pp

Annual return

-4.91%

888.21%-893.1pp

735.21%-740.1pp

519.81%-524.7pp

Employer contribution / active EE

$6,035-100.0%

$5,298-100.0%

$4,779-100.0%

Participant deferral / active EE

$2,301

$5,806-60.4%

$5,081-54.7%

$5,609-59.0%

Admin fee / account holder

$256

$16,145-98.4%

$13,411-98.1%

$10,828-97.6%

CENTRAL FLORIDA QUALITY CARE SERVICES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTRAL FLORIDA QUALITY CARE SERVICES, INC. 401(K) 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