Retirement plan

ONCAMPUS ADVERTISING 401(K) RETIREMENT PLAN

Name: ONCAMPUS ADVERTISING - ONCAMPUS ADVERTISING 401(K) RETIREMENT PLAN (2022) Form 5500
Creator: ONCAMPUS ADVERTISING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ONCAMPUS ADVERTISING 401(K) RETIREMENT PLAN, ONCAMPUS ADVERTISING

ONCAMPUS ADVERTISINGEIN 03-0537204Plan #001PY 2022

164 CANAL STREET, STE 400 - BOSTON, MA 02114617-523-9800oncampusadvertising.comLinkedIn11-50 employeesmarketing and advertising

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

-16.8% from 2021

Total participants

+12.5% from 2021

Average account balance

$125,014

-26.0% from 2021

Annual return

-15.16%

-30.28 pp from 2021

Benchmarks

See 133,909 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort133,909 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.79M

Not enough data

1 years with asset history on file

Average account balance

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

$358K

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.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$31K

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

+10.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$24637

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 codes2E2G2J2R3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

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

$82K

$13638 / participant

Other / not subdivided$82K100.0%

% of EOY assets

7.273%

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

$125,014

$138,078-9.5%

$125,363-0.3%

$134,509-7.1%

Participation rate

100.0%

84.5%+15.5pp

82.4%+17.6pp

81.2%+18.8pp

Annual return

-15.16%

750.49%-765.6pp

572.15%-587.3pp

418.13%-433.3pp

Employer contribution / active EE

$3,800

$5,245-27.6%

$4,815-21.1%

$4,741-19.8%

Participant deferral / active EE

$6,172

$7,800-20.9%

$7,447-17.1%

$6,400-3.6%

Admin fee / account holder

$9,092

$11,566-21.4%

$10,005-9.1%

$11,427-20.4%

ONCAMPUS ADVERTISING 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ONCAMPUS ADVERTISING 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