Retirement plan

NORTHEAST FLORIDA HEALTHY START COALITION, INC. RETIREMENT PLAN

Name: NORTHEAST FLORIDA HEALTHY START COALITION, INC. - NORTHEAST FLORIDA HEALTHY START COALITION, INC. RETIREMENT PLAN (2017) Form 5500
Creator: NORTHEAST FLORIDA HEALTHY START COALITION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTHEAST FLORIDA HEALTHY START COALITION, INC. RETIREMENT PLAN, NORTHEAST FLORIDA HEALTHY START COALITION, INC.

NORTHEAST FLORIDA HEALTHY START COALITION, INC.EIN 59-3139801Plan #001PY 2017

644 CESERY BLVD STE 210 - JACKSONVILLE, FL 322117165904-723-5422nefhealthystart.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh feesLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$480K

+31.2% from 2016

Total participants

+90.7% from 2016

Average account balance

$7,496

-20.0% from 2016

Annual return

15.01%

+5.11 pp from 2016

Benchmarks

See 7,913 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,913 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$961K

Not enough data

1 years with asset history on file

Average account balance

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

$15K

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.

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.

55.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$121K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+4.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5174

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 codes2F2G2L2M2T

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts 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

3 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$69K

$898 / participant

Other / not subdivided$69K100.0%

% of EOY assets

14.417%

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

$7,496

$53,127-85.9%

$86,587-91.3%

$70,131-89.3%

Participation rate

76.6%

65.3%+11.3pp

73.5%+3.1pp

69.5%+7.1pp

Annual return

15.01%

27.66%-12.6pp

964.86%-949.8pp

73.14%-58.1pp

Employer contribution / active EE

$1,500

$2,068-27.5%

$2,839-47.2%

$2,342-36.0%

Participant deferral / active EE

$144

$2,696-94.7%

$3,609-96.0%

$3,332-95.7%

Admin fee / account holder

$1,081

$3,585-69.9%

$4,906-78.0%

$4,645-76.7%

NORTHEAST FLORIDA HEALTHY START COALITION, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTHEAST FLORIDA HEALTHY START COALITION, INC. RETIREMENT 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