Retirement plan

FLORIDA TRUST FOR HISTORIC PRESERVATION, INC. TAX DEFERRED ANNUITY PLAN

Name: FLORIDA TRUST FOR HISTORIC PRESERVATION, INC. - FLORIDA TRUST FOR HISTORIC PRESERVATION, INC. TAX DEFERRED ANNUITY PLAN (2018) Form 5500
Creator: FLORIDA TRUST FOR HISTORIC PRESERVATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FLORIDA TRUST FOR HISTORIC PRESERVATION, INC. TAX DEFERRED ANNUITY PLAN, FLORIDA TRUST FOR HISTORIC PRESERVATION, INC.

FLORIDA TRUST FOR HISTORIC PRESERVATION, INC.EIN 59-1834416Plan #001PY 2018

906 E. PARK AVENUE - TALLAHASSEE, FL 32301850-224-8128floridatrust.orgLinkedIn1-10 employeesmuseums and institutions

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.2M

+3.1% from 2017

Total participants

+3.3% from 2017

Average account balance

$39,301

-0.2% from 2017

Annual return

-7.24%

-17.65 pp from 2017

Benchmarks

See 31,468 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort31,468 peers

Snapshot2018

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$17K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-8.69%

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

See the 6-year trajectory. $4.99 for your first month.

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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 codes2F2G2L2T

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$5K

$418 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.446%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$39,301

$160,055-75.4%

$140,016-71.9%

$135,375-71.0%

Participation rate

100.0%

88.5%+11.5pp

87.5%+12.5pp

82.6%+17.4pp

Annual return

-7.24%

911.38%-918.6pp

651.12%-658.4pp

519.73%-527.0pp

Employer contribution / active EE

$3,404

$6,420-47.0%

$5,606-39.3%

$4,779-28.8%

Participant deferral / active EE

$6,170

$7,642-19.3%

$6,927-10.9%

$5,609+10.0%

Admin fee / account holder

$175

$13,328-98.7%

$10,705-98.4%

$10,827-98.4%

FLORIDA TRUST FOR HISTORIC PRESERVATION, INC. TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FLORIDA TRUST FOR HISTORIC PRESERVATION, INC. TAX DEFERRED ANNUITY PLAN

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