Retirement plan

H. LEE MOFFITT CANCER CENTER AND

Name: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. - H. LEE MOFFITT CANCER CENTER AND (2015) Form 5500
Creator: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, H. LEE MOFFITT CANCER CENTER AND, H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC.

H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC.EIN 59-2451713Plan #002PY 2015

12902 MAGNOLIA DRIVE - TAMPA, FL 336129416813-745-5577

Other plans on this EIN

1 filing

#001Retirement-$269.8M assets

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed August 5, 2008 (most recent of 3 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$159M

-12.1% from 2016

Total participants

4,798

-4.3% from 2016

Average account balance

$33,142

-8.1% from 2016

Annual return

1.36%

-6.34 pp from 2016

Benchmarks

See 1,197 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,197 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$504.72M

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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.

9,144

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.

79.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$46.03M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+13.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$30

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

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Service providers

Top 6 by compensation

Provider	Service type	Compensation
FIDUCIARY PARTNERS RETIREMENT GROUP1+ years Service code 16 · EIN 51-0595589	Consulting	$19,987
MERCER1+ years Filed as: MERCER US INC Service code 49 · EIN 13-2834414	Other Services	$12,000
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY PARTNERS INVESTMENT CONSU Service code 16 · EIN 26-1370206	Consulting	$7,632
HILL WARD HENDERSON1+ years Service code 29 · EIN 59-2678550	Legal	$5,586
PRUDENTIAL RETIREMENT INSURANCE AND1+ years Service code 13 · EIN 06-1050034	Contract Administrator	$3,912
PRUDENTIAL RETIREMENT INSURANCE AND1+ years Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 71 · EIN 13-4122960	Brokerage Fees	$262

Plan features & details

Pension benefit codes2E2F2G2K2S2T2R

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.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$56K

$14 / participant

Other / not subdivided$56K100.0%

% of EOY assets

0.035%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: ACELL AUDIT & COMPLIANCE, PA
Auditor EIN: 270563459
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$33,142

$37,039-10.5%

$147,618-77.5%

$59,188-44.0%

Participation rate

100.0%

63.8%+36.2pp

84.6%+15.4pp

69.4%+30.6pp

Annual return

1.36%

7.19%-5.8pp

61.98%-60.6pp

5.51%-4.1pp

Employer contribution / active EE

$3,812

$1,353+181.7%

$5,564-31.5%

$2,098+81.7%

Participant deferral / active EE

$2,094-100.0%

$4,895-100.0%

$3,265-100.0%

Admin fee / account holder

$12

$60-80.5%

$11,612-99.9%

$92-87.2%

Provider

Service type

Compensation

FIDUCIARY PARTNERS RETIREMENT GROUP1+ years

Service code 16 · EIN 51-0595589

Consulting

$19,987

MERCER1+ years

Filed as: MERCER US INC

Service code 49 · EIN 13-2834414

Other Services

$12,000

FIDUCIARY INVESTMENT ADVISORS1+ years

Filed as: FIDUCIARY PARTNERS INVESTMENT CONSU

Service code 16 · EIN 26-1370206

Consulting

$7,632

HILL WARD HENDERSON1+ years

Service code 29 · EIN 59-2678550

Legal

$5,586

PRUDENTIAL RETIREMENT INSURANCE AND1+ years

Service code 13 · EIN 06-1050034

Contract Administrator

$3,912

PRUDENTIAL RETIREMENT INSURANCE AND1+ years

Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE

Service code 71 · EIN 13-4122960

Brokerage Fees

$262

H. LEE MOFFITT CANCER CENTER AND

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

H. LEE MOFFITT CANCER CENTER AND

Top hat statement on fileNQDC

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