Retirement plan

J2 INTERACTIVE, LLC 401(K) PLAN

Name: J2 INTERACTIVE, LLC - J2 INTERACTIVE, LLC 401(K) PLAN (2018) Form 5500
Creator: J2 INTERACTIVE, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, J2 INTERACTIVE, LLC 401(K) PLAN, J2 INTERACTIVE, LLC

J2 INTERACTIVE, LLCEIN 04-3568729Plan #001PY 2018

2 THIRTEENTH STREET - CHARLESTOWN, MA 02129866-658-8800j2interactive.comLinkedIn201-500 employeesinformation technology and services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$9.9M

+10.7% from 2017

Total participants

163

+46.8% from 2017

Average account balance

$75,213

-12.1% from 2017

Annual return

1.31%

-22.36 pp from 2017

Benchmarks

See 5,340 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,340 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$41.81M

Not enough data

1 years with asset history on file

Average account balance

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

$153K

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.

273

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.

95.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.85M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+18.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$248

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

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 codes2E2F2G2J2T3D

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.

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

$426K

$3084 / participant

Other / not subdivided$426K100.0%

% of EOY assets

4.319%

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

$75,213

$73,102+2.9%

$123,552-39.1%

$56,287+33.6%

Participation rate

76.8%

74.3%+2.5pp

82.3%-5.5pp

69.9%+7.0pp

Annual return

1.31%

3.01%-1.7pp

119.20%-117.9pp

-9.96%+11.3pp

Employer contribution / active EE

$3,058

$2,977+2.7%

$4,628-33.9%

$2,111+44.9%

Participant deferral / active EE

$6,089

$5,423+12.3%

$6,426-5.2%

$3,350+81.8%

Admin fee / account holder

$3,248

$554+486.6%

$9,285-65.0%

$521+523.5%

J2 INTERACTIVE, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

J2 INTERACTIVE, LLC 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