Retirement plan

EMPLOYEE BENEFIT PLAN OF HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC.

Name: HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC. - EMPLOYEE BENEFIT PLAN OF HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC. (2020) Form 5500
Creator: HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC., HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC.

HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC.EIN 59-2269305Plan #003PY 2020

8961 DANIELS CENTER DR STE 401 - FORT MYERS, FL 339120314239-433-6700LinkedIn1-10 employeesinsurance

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$7.4M

+56.2% from 2018

Total participants

152

+7.0% from 2018

Average account balance

$49,705

+44.7% from 2018

Annual return

14.37%

+13.71 pp from 2018

Benchmarks

See 1,687 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,687 peers

Snapshot2020

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$12.64M

Not enough data

1 years with asset history on file

Average account balance

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

$72K

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.

176

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.

89.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$936K

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

+13.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10

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 9-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 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP1 year Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Recordkeeping and information managem...	$1,610

Plan features & details

Pension benefit codes2F2G2T3D

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.
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.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$6K

$51 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.082%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: MOSS, KRUSICK & ASSOCIATES, LLC
Auditor EIN: 593017072
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$49,705

$66,124-24.8%

$90,404-45.0%

$73,488-32.4%

Participation rate

97.5%

69.7%+27.8pp

72.7%+24.8pp

70.7%+26.8pp

Annual return

14.37%

17.65%-3.3pp

1293.02%-1278.6pp

28.51%-14.1pp

Employer contribution / active EE

$4,486

$2,346+91.2%

$3,262+37.5%

$2,270+97.6%

Participant deferral / active EE

$1,908

$3,039-37.2%

$3,963-51.8%

$3,740-49.0%

Admin fee / account holder

$41

$396-89.7%

$5,611-99.3%

$513-92.1%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP1 year

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Recordkeeping and information managem...

$1,610

EMPLOYEE BENEFIT PLAN OF HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, 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