Retirement plan

FPL ADVISORY GROUP HOLDINGS CO. EMPLOYEE STOCK OWNERSHIP PLAN

Name: FPL ADVISORY GROUP HOLDINGS CO. - FPL ADVISORY GROUP HOLDINGS CO. EMPLOYEE STOCK OWNERSHIP PLAN (2017) Form 5500
Creator: FPL ADVISORY GROUP HOLDINGS CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FPL ADVISORY GROUP HOLDINGS CO. EMPLOYEE STOCK OWNERSHIP PLAN, FPL ADVISORY GROUP HOLDINGS CO.

FPL ADVISORY GROUP HOLDINGS CO.EIN 26-0749926Plan #002PY 2017

123 NORTH WACKER DRIVE, SUITE 1900 - CHICAGO, IL 60606312-368-0569

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.4M

No prior year

Total participants

No prior year

Average account balance

$122,393

No prior year

Annual return

488.89%

No prior year

Benchmarks

See 25,067 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,067 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.37M

Not enough data

1 years with asset history on file

Average account balance

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

$99K

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.

105

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.47M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

-42.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3723

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 codes2E2I2P3I

Plan features

2E
Profit-sharing
Profit-sharing plan.
2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$326K

$7078 / participant

Other / not subdivided$326K100.0%

% of EOY assets

5.116%

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

$122,393

$85,766+42.7%

$136,298-10.2%

$70,126+74.5%

Participation rate

100.0%

74.2%+25.8pp

81.9%+18.1pp

69.5%+30.5pp

Annual return

488.89%

31.46%+457.4pp

5156.27%-4667.4pp

73.15%+415.7pp

Employer contribution / active EE

$23,140

$2,966+680.2%

$4,696+392.8%

$2,343+887.8%

Participant deferral / active EE

$5,051-100.0%

$6,247-100.0%

$3,332-100.0%

Admin fee / account holder

$6,262

$5,421+15.5%

$9,244-32.3%

$4,645+34.8%

FPL ADVISORY GROUP HOLDINGS CO. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FPL ADVISORY GROUP HOLDINGS CO. EMPLOYEE STOCK OWNERSHIP 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