Retirement plan

EMPLOYEE BENEFIT PLAN OF AREA AGENCY ON AGING OF CENTRAL FLORIDA INC D/B/A

Name: AREA AGENCY ON AGING OF CENTRAL FLO RIDA INC D/B/A SENIOR RESOURCE AL - EMPLOYEE BENEFIT PLAN OF AREA AGENCY ON AGING OF CENTRAL FLORIDA INC D/B/A (2017) Form 5500
Creator: AREA AGENCY ON AGING OF CENTRAL FLO RIDA INC D/B/A SENIOR RESOURCE AL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF AREA AGENCY ON AGING OF CENTRAL FLORIDA INC D/B/A, AREA AGENCY ON AGING OF CENTRAL FLO RIDA INC D/B/A SENIOR RESOURCE AL

AREA AGENCY ON AGING OF CENTRAL FLO RIDA INC D/B/A SENIOR RESOURCE ALEIN 59-3144723Plan #002PY 2017

988 WOODCOCK RD STE 200 - ORLANDO, FL 328033715407-514-1800LinkedIn11-50 employeesindividual & family services

Prospect flagsLow returnsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.9M

+12.2% from 2016

Total participants

-5.1% from 2016

Average account balance

$52,198

+3.1% from 2016

Annual return

8.99%

-9.20 pp from 2016

Benchmarks

See 17,854 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,854 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.61M

Not enough data

1 years with asset history on file

Average account balance

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

$26K

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.

131.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$329K

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

+21.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2427

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 codes2F2T3D

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).
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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
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

$92K

$3181 / participant

Other / not subdivided$92K100.0%

% of EOY assets

4.776%

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

$52,198

$84,236-38.0%

$170,435-69.4%

$70,126-25.6%

Participation rate

100.0%

70.8%+29.2pp

83.6%+16.4pp

69.5%+30.5pp

Annual return

8.99%

23.06%-14.1pp

205.94%-196.9pp

73.15%-64.2pp

Employer contribution / active EE

$3,843

$3,387+13.5%

$5,432-29.3%

$2,343+64.0%

Participant deferral / active EE

$1,208

$3,086-60.9%

$4,939-75.6%

$3,332-63.8%

Admin fee / account holder

$2,493

$5,698-56.2%

$13,881-82.0%

$4,645-46.3%

EMPLOYEE BENEFIT PLAN OF AREA AGENCY ON AGING OF CENTRAL FLORIDA INC D/B/A

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF AREA AGENCY ON AGING OF CENTRAL FLORIDA INC D/B/A

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