Retirement plan

FL NURSERY, GROWERS AND LANDSCAPE ASSOC., INC. 401(K) PLAN AND TRUST

Name: FL NURSERY, GROWERS AND LANDSCAPE - FL NURSERY, GROWERS AND LANDSCAPE ASSOC., INC. 401(K) PLAN AND TRUST (2017) Form 5500
Creator: FL NURSERY, GROWERS AND LANDSCAPE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FL NURSERY, GROWERS AND LANDSCAPE ASSOC., INC. 401(K) PLAN AND TRUST, FL NURSERY, GROWERS AND LANDSCAPE

FL NURSERY, GROWERS AND LANDSCAPEEIN 59-0702760Plan #002PY 2017

1533 PARK CENTER DR - ORLANDO, FL 32835407-295-7994fngla.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.1M

+14.5% from 2016

Total participants

+9.1% from 2016

Average account balance

$190,941

+14.5% from 2016

Annual return

10.29%

+10.56 pp from 2016

Benchmarks

See 32,061 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,061 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.92M

Not enough data

1 years with asset history on file

Average account balance

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

$209K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$178K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+9.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$36899

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

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

$40K

$3631 / participant

Other / not subdivided$40K100.0%

% of EOY assets

1.902%

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

$190,941

$99,031+92.8%

$86,597+120.5%

$147,585+29.4%

Participation rate

90.9%

76.3%+14.6pp

73.5%+17.4pp

82.8%+8.1pp

Annual return

10.29%

1312.56%-1302.3pp

964.96%-954.7pp

578.57%-568.3pp

Employer contribution / active EE

$4,866

$3,132+55.4%

$2,840+71.4%

$4,876-0.2%

Participant deferral / active EE

$5,723

$3,972+44.1%

$3,609+58.6%

$5,439+5.2%

Admin fee / account holder

$3,631

$5,711-36.4%

$4,906-26.0%

$10,885-66.6%

FL NURSERY, GROWERS AND LANDSCAPE ASSOC., INC. 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FL NURSERY, GROWERS AND LANDSCAPE ASSOC., INC. 401(K) PLAN AND TRUST

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