Retirement plan

AMERICA II CORP RETIREMENT SAVINGS PLAN

Name: AMERICA II CORP - AMERICA II CORP RETIREMENT SAVINGS PLAN (2016) Form 5500
Creator: AMERICA II CORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICA II CORP RETIREMENT SAVINGS PLAN, AMERICA II CORP

AMERICA II CORPEIN 59-3270107Plan #001PY 2016

2500 118TH AVE N - ST PETERSBURG, FL 337161919727-571-2032LinkedIn1-10 employeescomputer software

Prospect flagsHigh retiree %

How to read this page

Total assets (EOY)

$25M

+3.9% from 2015

Total participants

369

-2.4% from 2015

Average account balance

$68,783

+5.3% from 2015

Annual return

8.66%

+14.72 pp from 2015

Benchmarks

See 1,219 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants250-999

Cohort1,219 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$41.34M

Not enough data

1 years with asset history on file

Average account balance

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

$144K

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.

287

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.

94.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.24M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+13.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$220

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

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK N/A Service code 12 · EIN 94-1347393	Claims processing	$68,372

Plan features & details

Pension benefit codes2E2G2J3E3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3E
One-participant plan combining with another plan
A one-participant plan that satisfies minimum coverage requirements of section 410(b) only when combined with another plan of the employer.
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

1 tripped

InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II

Admin total

$68K

$248 / participant

Investment mgmt$68K100.0%

% of EOY assets

0.273%

all-in expense ratio

Categories reported

1 / 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: MAYER HOFFMAN MCCANN PC
Auditor EIN: 431947695
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$68,783

$107,378-35.9%

$108,582-36.7%

$57,658+19.3%

Participation rate

98.2%

77.1%+21.1pp

79.6%+18.6pp

70.2%+28.0pp

Annual return

8.66%

12.80%-4.1pp

-51.70%+60.4pp

5.13%+3.5pp

Employer contribution / active EE

$1,720

$1,782-3.4%

$3,758-54.2%

$1,974-12.8%

Participant deferral / active EE

$4,557

$3,221+41.5%

$4,311+5.7%

$3,061+48.9%

Admin fee / account holder

$188

$108+73.1%

$7,645-97.5%

$95+98.7%

Provider

Service type

Compensation

WELLS FARGO BANK, N.A.1 year

Filed as: WELLS FARGO BANK N/A

Service code 12 · EIN 94-1347393

Claims processing

$68,372

AMERICA II CORP RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICA II CORP RETIREMENT SAVINGS 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