Retirement plan

POPULATION MEDIA CENTER 401(K) PLAN

Name: POPULATION MEDIA CENTER, INC. - POPULATION MEDIA CENTER 401(K) PLAN (2021) Form 5500
Creator: POPULATION MEDIA CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, POPULATION MEDIA CENTER 401(K) PLAN, POPULATION MEDIA CENTER, INC.

POPULATION MEDIA CENTER, INC.EIN 03-0358029Plan #001PY 2021

30 KIMBALL AVENUE, SUITE 302 - SOUTH BURLINGTON, VT 05403802-985-8156populationmedia.orgLinkedIn11-50 employeesmedia production

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.6M

+33.2% from 2020

Total participants

+3.1% from 2020

Average account balance

$79,760

+24.9% from 2020

Annual return

14.95%

-5.70 pp from 2020

Benchmarks

See 37,602 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort37,602 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.98M

Not enough data

1 years with asset history on file

Average account balance

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

$83K

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.

165.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$613K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+13.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$479

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 codes2E3D2G2J2F2T3H

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.
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.
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

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

Expense breakdown

Schedule H Part II

Admin total

$69K

$3002 / participant

Other / not subdivided$69K100.0%

% of EOY assets

2.705%

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

$79,760

$109,905-27.4%

$98,506-19.0%

$167,553-52.4%

Participation rate

95.7%

75.8%+19.8pp

73.3%+22.3pp

82.1%+13.5pp

Annual return

14.95%

1960.20%-1945.3pp

1494.92%-1480.0pp

478.89%-463.9pp

Employer contribution / active EE

$8,791

$3,226+172.5%

$2,961+196.9%

$4,840+81.7%

Participant deferral / active EE

$9,426

$4,674+101.7%

$4,277+120.4%

$6,343+48.6%

Admin fee / account holder

$2,158

$6,760-68.1%

$5,955-63.8%

$12,316-82.5%

POPULATION MEDIA CENTER 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

POPULATION MEDIA CENTER 401(K) 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