Retirement plan

EMPLOYEE BENEFIT PLAN OF NORTHEAST FLORIDA AREA AGENCY ON AGING, INC.

Name: NORTHEAST FLORIDA AREA AGENCY ON AG ING, INC. - EMPLOYEE BENEFIT PLAN OF NORTHEAST FLORIDA AREA AGENCY ON AGING, INC. (2016) Form 5500
Creator: NORTHEAST FLORIDA AREA AGENCY ON AG ING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF NORTHEAST FLORIDA AREA AGENCY ON AGING, INC., NORTHEAST FLORIDA AREA AGENCY ON AG ING, INC.

NORTHEAST FLORIDA AREA AGENCY ON AG ING, INC.EIN 59-1569867Plan #003PY 2016

10688 OLD SAINT AUGUSTINE RD - JACKSONVILLE, FL 32257904-391-6600

Other plans on this EIN

1 filing

#002Retirement-$394K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$892K

No prior year

Total participants

No prior year

Average account balance

$16,833

No prior year

Annual return

7.47%

No prior year

Benchmarks

See 7,815 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,815 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.17M

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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.

111

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.

126.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$599K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+14.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1577

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 codes2F2G3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$10K

$225 / participant

Other / not subdivided$10K100.0%

% of EOY assets

1.109%

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

$16,833

$48,078-65.0%

$78,676-78.6%

$62,881-73.2%

Participation rate

77.3%

65.2%+12.1pp

73.6%+3.7pp

69.3%+8.0pp

Annual return

7.47%

31.36%-23.9pp

62.19%-54.7pp

20.14%-12.7pp

Employer contribution / active EE

$2,703

$2,015+34.2%

$2,850-5.1%

$2,281+18.5%

Participant deferral / active EE

$1,024

$2,587-60.4%

$3,517-70.9%

$3,203-68.0%

Admin fee / account holder

$187

$3,206-94.2%

$4,510-95.9%

$4,296-95.7%

EMPLOYEE BENEFIT PLAN OF NORTHEAST FLORIDA AREA AGENCY ON AGING, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF NORTHEAST FLORIDA AREA AGENCY ON AGING, 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