Retirement plan

SFRPC EMPLOYEES' SAVINGS PLAN

Name: SOUTH FLORIDA REGIONAL PLANNING COUNCIL - SFRPC EMPLOYEES' SAVINGS PLAN (2015) Form 5500
Creator: SOUTH FLORIDA REGIONAL PLANNING COUNCIL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SFRPC EMPLOYEES' SAVINGS PLAN, SOUTH FLORIDA REGIONAL PLANNING COUNCIL

SOUTH FLORIDA REGIONAL PLANNING COUNCILEIN 59-1358704Plan #002PY 2015

3440 HOLLYWOOD BLVD. - HOLLYWOOD, FL 330216927954-985-4416sfregionalcouncil.orgLinkedIn11-50 employeesgovernment administration

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1.1M

No prior year

Total participants

No prior year

Average account balance

$92,620

No prior year

Annual return

1.87%

No prior year

Benchmarks

See 6,736 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort6,736 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$475K

Not enough data

1 years with asset history on file

Average account balance

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

$79K

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.

37.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$39K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+16.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$92,620

$45,152+105.1%

$73,845+25.4%

$59,632+55.3%

Participation rate

36.0%

64.0%-28.0pp

73.4%-37.4pp

68.7%-32.7pp

Annual return

1.87%

27.40%-25.5pp

2267.91%-2266.0pp

2041.32%-2039.4pp

Employer contribution / active EE

$1,902-100.0%

$2,788-100.0%

$2,203-100.0%

Participant deferral / active EE

$1,242

$2,574-51.7%

$3,583-65.3%

$3,192-61.1%

Admin fee / account holder

$3,516-100.0%

$4,881-100.0%

$4,297-100.0%

SFRPC EMPLOYEES' SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SFRPC EMPLOYEES' SAVINGS 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