Retirement plan

G.L. HOMES OF FLORIDA CORPORATION 401(K) PLAN

Name: G.L. HOMES OF FLORIDA CORPORATION - G.L. HOMES OF FLORIDA CORPORATION 401(K) PLAN (2017) Form 5500
Creator: G.L. HOMES OF FLORIDA CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, G.L. HOMES OF FLORIDA CORPORATION 401(K) PLAN, G.L. HOMES OF FLORIDA CORPORATION

G.L. HOMES OF FLORIDA CORPORATIONEIN 59-2129464Plan #001PY 2017

1600 SAWGRASS CORPORATE PKWY STE400 - SUNRISE, FL 33323954-753-1730

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$58.6M

+20.7% from 2016

Total participants

485

+1.0% from 2016

Average account balance

$129,368

+14.5% from 2016

Annual return

16.83%

+7.89 pp from 2016

Benchmarks

See 1,124 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants250-999

Cohort1,124 peers

Snapshot2017

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$111.84M

Not enough data

1 years with asset history on file

Average account balance

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

$176K

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.

636

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.

94.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7.76M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+13.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$79

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
NFP RETIREMENT INC2 years Service code 27 DBA 401K ADVISORS INC · ALISO VIEJO, CA 926562689	Advisory (Plan)	$40,000
PENSION FINANCIAL SERVICES, INC.2 years Service code 13 3700 CRESTWOOD PARKWAY · DULUTH, GA 30096	Contract Administrator	$10,415
EISNERAMPER LLP2 years Filed as: EISNER AMPER, LLP Service code 10 101 WEST AVE., · JENKINTOWN, PA 19046	Accounting	$7,500

Plan features & details

Pension benefit codes2F2G2J2K2S2T3D3H

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.
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.
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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$60K

$150 / participant

Investment mgmt$40K66.7%
Other / not subdivided$20K33.3%

% of EOY assets

0.102%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: EISNERAMPER LLP
Auditor EIN: 131639826
Audit fees: (not subdivided)
Opinion code: Disclaimer

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$129,368

$60,545+113.7%

$92,233+40.3%

$69,631+85.8%

Participation rate

92.0%

72.2%+19.8pp

76.5%+15.5pp

70.7%+21.3pp

Annual return

16.83%

19.71%-2.9pp

176.28%-159.4pp

27571.02%-27554.2pp

Employer contribution / active EE

$1,384

$2,633-47.5%

$3,679-62.4%

$2,032-31.9%

Participant deferral / active EE

$8,065

$2,828+185.2%

$3,897+107.0%

$3,224+150.2%

Admin fee / account holder

$132

$145-8.6%

$5,194-97.5%

$110+19.8%

Provider

Service type

Compensation

NFP RETIREMENT INC2 years

Service code 27

DBA 401K ADVISORS INC · ALISO VIEJO, CA 926562689

Advisory (Plan)

$40,000

PENSION FINANCIAL SERVICES, INC.2 years

Service code 13

3700 CRESTWOOD PARKWAY · DULUTH, GA 30096

Contract Administrator

$10,415

EISNERAMPER LLP2 years

Filed as: EISNER AMPER, LLP

Service code 10

101 WEST AVE., · JENKINTOWN, PA 19046

Accounting

$7,500

G.L. HOMES OF FLORIDA CORPORATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

G.L. HOMES OF FLORIDA CORPORATION 401(K) 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