Retirement plan

LANDMARK 401(K) PLAN

Name: LANDMARK HOLDINGS OF FLORIDA, LLC - LANDMARK 401(K) PLAN (2016) Form 5500
Creator: LANDMARK HOLDINGS OF FLORIDA, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LANDMARK 401(K) PLAN, LANDMARK HOLDINGS OF FLORIDA, LLC

LANDMARK HOLDINGS OF FLORIDA, LLCEIN 20-2091217Plan #001PY 2016

1285 CREEKSIDE BLVD. EAST - NAPLES, FL 34109239-529-1802

Prospect flagsLow participationFailed to transmit contributions

How to read this page

Total assets (EOY)

$2.9M

+16.8% from 2015

Total participants

955

+10.1% from 2015

Average account balance

$15,098

+16.8% from 2015

Annual return

12.24%

+16.30 pp from 2015

Benchmarks

See 631 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants250-999

Cohort631 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.36M

Not enough data

1 years with asset history on file

Average account balance

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

$24K

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.

269

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.

18.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$719K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$923

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

+12.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$38

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
MASSACHUSETTS MUTUAL LIFE INS. CO.2+ years Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850	Recordkeeping	$775
MERRILL LYNCH PIERCE FENNER & SMITH1 year Filed as: MERRILL LYNCH LIFE AGENCY Service code 71 · EIN 13-2808480	Brokerage Fees	$0
MESIROW FINANCIAL INVESTMENT MANAGE1 year Filed as: MESIROW FIN'L INVESTMENT MGMT, INC. Service code 49 · EIN 36-3429599	Other Services	$0
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381	Other Services	$0

Plan features & details

Pension benefit codes2F2G2J2K3D

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

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: MALONEY, WRIGHT & ROBBINS, CPAS
Auditor EIN: 430987432
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$15,098

$30,599-50.7%

$74,577-79.8%

$57,658-73.8%

Participation rate

12.8%

49.1%-36.3pp

68.1%-55.3pp

70.2%-57.4pp

Annual return

12.24%

14.24%-2.0pp

20.47%-8.2pp

5.13%+7.1pp

Employer contribution / active EE

$1,000-100.0%

$2,525-100.0%

$1,974-100.0%

Participant deferral / active EE

$615

$1,805-65.9%

$3,458-82.2%

$3,061-79.9%

Admin fee / account holder

$98-100.0%

$4,138-100.0%

$95-100.0%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.2+ years

Filed as: MASSMUTUAL

Service code 15 · EIN 04-1590850

Recordkeeping

$775

MERRILL LYNCH PIERCE FENNER & SMITH1 year

Filed as: MERRILL LYNCH LIFE AGENCY

Service code 71 · EIN 13-2808480

Brokerage Fees

MESIROW FINANCIAL INVESTMENT MANAGE1 year

Filed as: MESIROW FIN'L INVESTMENT MGMT, INC.

Service code 49 · EIN 36-3429599

Other Services

MORNINGSTAR1 year

Filed as: MORNINGSTAR ASSOCIATES, LLC

Service code 49 · EIN 36-4317381

Other Services

LANDMARK 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

LANDMARK 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion