Retirement plan

EMPLOYEE BENEFIT PLAN OF FTI NORTH AMERICA, INC. D/B/A/ MEETING POINT NORTH AMERICA

Name: FTI NORTH AMERICA, INC. D/B/A/ MEETING POINT NORTH AMERICA - EMPLOYEE BENEFIT PLAN OF FTI NORTH AMERICA, INC. D/B/A/ MEETING POINT NORTH AMERICA (2019) Form 5500
Creator: FTI NORTH AMERICA, INC. D/B/A/ MEETING POINT NORTH AMERICA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF FTI NORTH AMERICA, INC. D/B/A/ MEETING POINT NORTH AMERICA, FTI NORTH AMERICA, INC. D/B/A/ MEETING POINT NORTH AMERICA

FTI NORTH AMERICA, INC. D/B/A/ MEETING POINT NORTH AMERICAEIN 65-0427759Plan #001PY 2019

5911 TURKEY LAKE RD STE 302 - ORLANDO, FL 328194220407-309-4502

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.9M

+40.6% from 2018

Total participants

+38.3% from 2018

Average account balance

$30,650

-17.0% from 2018

Annual return

1501.74%

+1503.79 pp from 2018

Benchmarks

See 25,911 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,911 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+1.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2F2G2T3D

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.
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

$168K

$4530 / participant

Other / not subdivided$168K100.0%

% of EOY assets

8.966%

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

$30,650

$89,367-65.7%

$141,191-78.3%

$72,975-58.0%

Participation rate

89.2%

75.1%+14.1pp

82.5%+6.7pp

69.5%+19.7pp

Annual return

1501.74%

111.87%+1389.9pp

71.41%+1430.3pp

81.01%+1420.7pp

Employer contribution / active EE

$1,145

$3,115-63.2%

$4,736-75.8%

$2,440-53.1%

Participant deferral / active EE

$3,083

$5,419-43.1%

$6,710-54.1%

$3,608-14.5%

Admin fee / account holder

$2,748

$5,957-53.9%

$10,264-73.2%

$5,124-46.4%

EMPLOYEE BENEFIT PLAN OF FTI NORTH AMERICA, INC. D/B/A/ MEETING POINT NORTH AMERICA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF FTI NORTH AMERICA, INC. D/B/A/ MEETING POINT NORTH AMERICA

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