Retirement plan

EMPLOYEE BENEFIT PLAN OF ATLANTA FLOORING DESIGN CENTERS, INC.

Name: ATLANTA FLOORING DESIGN CENTERS, INC. - EMPLOYEE BENEFIT PLAN OF ATLANTA FLOORING DESIGN CENTERS, INC. (2020) Form 5500
Creator: ATLANTA FLOORING DESIGN CENTERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF ATLANTA FLOORING DESIGN CENTERS, INC., ATLANTA FLOORING DESIGN CENTERS, INC.

ATLANTA FLOORING DESIGN CENTERS, INC.EIN 58-1621134Plan #001PY 2020

3665 SWIFTWATER PARK DR BLDG 2 - SUWANEE, GA 300247178770-476-8306atlantaflooringdesign.comLinkedIn201-500 employeesconstruction

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$7.3M

+29.4% from 2019

Total participants

374

+17.6% from 2019

Average account balance

$20,810

+12.5% from 2019

Annual return

24.44%

-19.25 pp from 2019

Benchmarks

See 1,282 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants250-999

Cohort1,282 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.02M

Not enough data

1 years with asset history on file

Average account balance

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

$25K

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.

444

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.

93.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.56M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+14.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$176

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 CORP2 years Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Recordkeeping and information managem...	$2,706

Plan features & details

Pension benefit codes2F2G2S2T

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.

Opportunity flags

1 tripped

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

$3K

$9 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.037%

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: MCNAIR,MCLEMORE,MIDDLEBROOKS & CO.,
Auditor EIN: 581094351
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$20,810

$91,517-77.3%

$101,264-79.5%

$73,412-71.7%

Participation rate

92.6%

73.8%+18.8pp

75.8%+16.8pp

72.2%+20.4pp

Annual return

24.44%

17.17%+7.3pp

46.48%-22.0pp

59.30%-34.9pp

Employer contribution / active EE

$899

$2,877-68.7%

$3,660-75.4%

$2,234-59.7%

Participant deferral / active EE

$2,416

$3,338-27.6%

$4,370-44.7%

$3,806-36.5%

Admin fee / account holder

$216-96.4%

$5,947-99.9%

$158-95.1%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP2 years

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Recordkeeping and information managem...

$2,706

EMPLOYEE BENEFIT PLAN OF ATLANTA FLOORING DESIGN CENTERS, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF ATLANTA FLOORING DESIGN CENTERS, 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