Retirement plan

EMPLOYEE BENEFIT PLAN OF FLORIDA COUNCIL AGAINST SEXUAL VIOLENCE, INC.

Name: FLORIDA COUNCIL AGAINST SEXUAL VIOLENCE, INC. - EMPLOYEE BENEFIT PLAN OF FLORIDA COUNCIL AGAINST SEXUAL VIOLENCE, INC. (2018) Form 5500
Creator: FLORIDA COUNCIL AGAINST SEXUAL VIOLENCE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF FLORIDA COUNCIL AGAINST SEXUAL VIOLENCE, INC., FLORIDA COUNCIL AGAINST SEXUAL VIOLENCE, INC.

FLORIDA COUNCIL AGAINST SEXUAL VIOLENCE, INC.EIN 59-3432096Plan #002PY 2018

1820 E PARK AVE STE 100 - TALLAHASSEE, FL 323012874850-297-2000fcasv.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$656K

+4.9% from 2017

Total participants

+29.4% from 2017

Average account balance

$29,838

-18.9% from 2017

Annual return

-9.30%

-21.86 pp from 2017

Benchmarks

See 105,570 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,570 peers

Snapshot2018

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.33M

Not enough data

1 years with asset history on file

Average account balance

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

$48K

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.

121.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$103K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+12.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1647

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

See the 10-year trajectory. $4.99 for your first month.

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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 codes2F2S2T3D

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).
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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$4K

$204 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.622%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$29,838

$180,449-83.5%

$154,107-80.6%

$135,375-78.0%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

-9.30%

888.09%-897.4pp

735.12%-744.4pp

519.73%-529.0pp

Employer contribution / active EE

$2,189

$6,035-63.7%

$5,298-58.7%

$4,779-54.2%

Participant deferral / active EE

$2,261

$5,806-61.1%

$5,081-55.5%

$5,609-59.7%

Admin fee / account holder

$185

$16,143-98.9%

$13,411-98.6%

$10,827-98.3%

EMPLOYEE BENEFIT PLAN OF FLORIDA COUNCIL AGAINST SEXUAL VIOLENCE, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF FLORIDA COUNCIL AGAINST SEXUAL VIOLENCE, 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