South East Personnel Leasing, Inc.

46
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
46
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (12)
Average in Peer Group (64)
Highest in Peer Group (90)

Plan Description

South East Personnel Leasing Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 46. South East Personnel Leasing Retirement Savings Plan currently has over 1,800 active participants and over $23.2M in plan assets.

Did you know?

For the average 401k participant, the 44 point difference between this plan's BrightScope Rating (46) and the top rated plan (90) could equate to:
23
Additional years of work
216,582
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2019
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 2739 Us Highway 19 North
  • Location
    Holiday , FL
  • 34691
  • Industry
    Administrative and Support and Waste Management and Remediation Services
  • Administrator
    Tabitha Clark
  • Net Plan Assets
    $23,200,000
  • Total Participants
    1,900
  • Avg Account Balance
    $31,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Below Avg.

Performance

Participation Rate:
Poor
Salary Deferrals:
Average
Account Balance:
Below Avg.

Design

Total Plan Cost:
Highest
Company Generosity:
Below Avg.

Performance

Participation Rate:
Poor
Salary Deferrals:
Average
Account Balance:
Below Avg.

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

30

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
BlackRock, Inc. Blackrock Lifepath Index 57%
N/A
American Funds AMCAP 5%
N/A
Vanguard Total Stock Market Index 5%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
Transamerica
Recordkeeper
Transamerica
Investment Adviser
Bank of America Merrill Lynch
Consultant
Bank of America Merrill Lynch
Administration
Southeast Personnel Leasing, Inc.
Administration
Capital Retirement Plan Services
Recordkeeper
Capital Retirement Plan Services
Investment Adviser
Fiduciary Partners Investment Consulting
Consultant
Fiduciary Partners Investment Consulting
Investment Adviser
Fiduciary Prtnrs Invtmnt Consulting
Consultant
Fiduciary Prtnrs Invtmnt Consulting
Auditor
Skibbie CPA Inc.

Articles and Questions

Boeing Plan Report (Updated)

Boeing Fee Settlement Highlights the High Bar for Large Plans

Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

Why Do Investment Expenses Matter?
Have a question about retirement plans?
Our community of registered financial advisors are standing by to share their experience.
Ask a question