Retirement plan

BRANDSTAR 401(K) RETIREMENT PLAN

Name: O2 MEDIA, INC. - BRANDSTAR 401(K) RETIREMENT PLAN (2019) Form 5500
Creator: O2 MEDIA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRANDSTAR 401(K) RETIREMENT PLAN, O2 MEDIA, INC.

O2 MEDIA, INC.EIN 01-0726903Plan #001PY 2019

3860 NORTH POWERLINE ROAD - DEERFIELD BEACH, FL 33073954-637-8652

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$426K

No prior year

Total participants

139

No prior year

Average account balance

$3,941

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 1,045 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants100-249

Cohort1,045 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.04M

Not enough data

1 years with asset history on file

Average account balance

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

$30K

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.

232

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.

81.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.15M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+50.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$322

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
PROVENANCE WEALTH ADVISORS1+ years Service code 26 · EIN 65-0978008 515 EAST LAS OLAS BLVD. · FT. LAUDERDALE, FL 33301	Advisory (Participants)	$1,588
JOHN HANCOCK LIFE INSURANCE COMPANY1+ years Filed as: JOHN HANCOCK LIFE INSURANCE CO.USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201	Recordkeeping	$100

Plan features & details

Pension benefit codes2E2J2K2F2G3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$6K

$45 / participant

Investment mgmt$2K27.5%
Contract admin$4K65.9%
Other / not subdivided$3806.6%

% of EOY assets

1.356%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: KEEFE, MCCULLOUGH & CO., LLP
Auditor EIN: 591363792
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$3,941

$38,365-89.7%

$84,628-95.3%

$65,185-94.0%

Participation rate

75.6%

55.7%+19.9pp

68.2%+7.4pp

70.2%+5.4pp

Annual return

0.00%

32.00%-32.0pp

258.80%-258.8pp

29.38%-29.4pp

Employer contribution / active EE

$951

$1,258-24.4%

$2,653-64.1%

$2,177-56.3%

Participant deferral / active EE

$2,269

$2,278-0.4%

$3,900-41.8%

$3,514-35.4%

Admin fee / account holder

$53

$451-88.2%

$4,914-98.9%

$847-93.7%

Provider

Service type

Compensation

PROVENANCE WEALTH ADVISORS1+ years

Service code 26 · EIN 65-0978008

515 EAST LAS OLAS BLVD. · FT. LAUDERDALE, FL 33301

Advisory (Participants)

$1,588

JOHN HANCOCK LIFE INSURANCE COMPANY1+ years

Filed as: JOHN HANCOCK LIFE INSURANCE CO.USA

Service code 15 · EIN 01-0233346

PO BOX 600 · BUFFALO, NY 14201

Recordkeeping

$100

BRANDSTAR 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRANDSTAR 401(K) RETIREMENT PLAN

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