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. (2019) 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 2019

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

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$863K

+31.5% from 2018

Total participants

+4.5% from 2018

Average account balance

$37,535

+25.8% from 2018

Annual return

18.73%

+28.03 pp from 2018

Benchmarks

See 104,325 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,325 peers

Snapshot2019

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 codes2F2G2S2T3D

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$22K

$1231 / participant

Other / not subdivided$22K100.0%

% of EOY assets

2.566%

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

$37,535

$202,318-81.4%

$172,739-78.3%

$152,861-75.4%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.4%+17.6pp

Annual return

18.73%

1029.65%-1010.9pp

802.84%-784.1pp

345.32%-326.6pp

Employer contribution / active EE

$2,861

$5,856-51.2%

$5,143-44.4%

$4,762-39.9%

Participant deferral / active EE

$3,025

$5,948-49.1%

$5,198-41.8%

$5,850-48.3%

Admin fee / account holder

$963

$17,109-94.4%

$13,954-93.1%

$11,596-91.7%

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