Retirement plan

THE HARBOR GROUP OF SOUTH FLORIDA, INC. RETIREMENT PLAN

Name: THE HARBOR GROUP OF SOUTH FLORIDA, INC. - THE HARBOR GROUP OF SOUTH FLORIDA, INC. RETIREMENT PLAN (2021) Form 5500
Creator: THE HARBOR GROUP OF SOUTH FLORIDA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE HARBOR GROUP OF SOUTH FLORIDA, INC. RETIREMENT PLAN, THE HARBOR GROUP OF SOUTH FLORIDA, INC.

THE HARBOR GROUP OF SOUTH FLORIDA, INC.EIN 86-2264168Plan #002PY 2021

3101 BAYSHORE DRIVE - FORT LAUDERDALE, FL 33304631-504-5764

Other plans on this EIN

1 filing

#001Retirement-$215K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$109K

No prior year

Total participants

No prior year

Average account balance

$36,348

No prior year

Annual return

23.51%

No prior year

Benchmarks

See 33,465 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort33,465 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$227K

Not enough data

1 years with asset history on file

Average account balance

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

$76K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$45K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+33.53%

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$36,348

$209,874-82.7%

$189,537-80.8%

$167,536-78.3%

Participation rate

100.0%

88.7%+11.3pp

87.8%+12.2pp

82.1%+17.9pp

Annual return

23.51%

748.61%-725.1pp

555.34%-531.8pp

478.82%-455.3pp

Employer contribution / active EE

$1,919

$6,913-72.2%

$6,161-68.9%

$4,839-60.3%

Participant deferral / active EE

$9,750

$8,934+9.1%

$8,220+18.6%

$6,342+53.7%

Admin fee / account holder

$14,299-100.0%

$12,048-100.0%

$12,315-100.0%

THE HARBOR GROUP OF SOUTH FLORIDA, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

THE HARBOR GROUP OF SOUTH FLORIDA, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion