Retirement plan

PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN

Name: PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. - PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN (2016) Form 5500
Creator: PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN, PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC.

PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC.EIN 59-1274328Plan #003PY 2016

736 CENTRAL AVENUE - SARASOTA, FL 34236941-365-3913LinkedIn1-10 employeesgovernment administration

Other plans on this EIN

1 filing

#001Retirement-$2.4M assets

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$2.4M

No prior year

Total participants

186

No prior year

Average account balance

$13,143

No prior year

Annual return

33.53%

No prior year

Benchmarks

See 5,140 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,140 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.19M

Not enough data

1 years with asset history on file

Average account balance

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

$18K

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.

351

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

$587K

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

+13.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$65

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
VALIC RETIREMENT SERVICES COMPANY1+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE COM Service code 19 · EIN 74-1625348 2929 ALLEN PKWY · HOUSTON, TX 77019	Securities Custodian	$0

Plan features & details

Pension benefit codes2E2G2K

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.
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.

Opportunity flags

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

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: KERKERING BARBERIO & CO PA
Auditor EIN: 591753337
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$13,143

$46,732-71.9%

$156,551-91.6%

$55,167-76.2%

Participation rate

94.5%

65.8%+28.7pp

84.0%+10.5pp

69.0%+25.6pp

Annual return

33.53%

17.72%+15.8pp

32.23%+1.3pp

169.23%-135.7pp

Employer contribution / active EE

$2,356

$2,105+11.9%

$5,501-57.2%

$1,963+20.0%

Participant deferral / active EE

$2,204-100.0%

$4,871-100.0%

$3,054-100.0%

Admin fee / account holder

$418-100.0%

$13,028-100.0%

$504-100.0%

Provider

Service type

Compensation

VALIC RETIREMENT SERVICES COMPANY1+ years

Filed as: VARIABLE ANNUITY LIFE INSURANCE COM

Service code 19 · EIN 74-1625348

2929 ALLEN PKWY · HOUSTON, TX 77019

Securities Custodian

PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT 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