Retirement plan

CLINICAL TRIAL MEDIA, INC 401K ACCIDENT & HEALTH PLAN

Name: CLINICAL TRIAL MEDIA, INC - CLINICAL TRIAL MEDIA, INC 401K ACCIDENT & HEALTH PLAN (2015) Form 5500
Creator: CLINICAL TRIAL MEDIA, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CLINICAL TRIAL MEDIA, INC 401K ACCIDENT & HEALTH PLAN, CLINICAL TRIAL MEDIA, INC

CLINICAL TRIAL MEDIA, INCEIN 11-2356531Plan #001PY 2015

500 NORTH BROADWAY, STE 102 - JERICHO, NY 117532127516-931-1313clinicaltrialmedia.comLinkedIn51-200 employeesmarketing and advertising

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$3.4M

No prior year

Total participants

No prior year

Average account balance

$134,626

No prior year

Annual return

1.10%

No prior year

Benchmarks

See 103,909 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort103,909 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.61M

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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.

82.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.18M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+19.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$59

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 codes2E2J2G

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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$140K

$6073 / participant

Other / not subdivided$140K100.0%

% of EOY assets

4.150%

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

$134,626

$127,387+5.7%

$115,038+17.0%

$125,389+7.4%

Participation rate

100.0%

84.2%+15.8pp

81.4%+18.6pp

83.2%+16.8pp

Annual return

1.10%

31.28%-30.2pp

26.14%-25.0pp

282.24%-281.1pp

Employer contribution / active EE

$6,203

$5,166+20.1%

$4,608+34.6%

$4,866+27.5%

Participant deferral / active EE

$3,227

$6,423-49.8%

$6,026-46.4%

$5,352-39.7%

Admin fee / account holder

$5,587

$9,516-41.3%

$8,175-31.7%

$9,541-41.4%

CLINICAL TRIAL MEDIA, INC 401K ACCIDENT & HEALTH PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CLINICAL TRIAL MEDIA, INC 401K ACCIDENT & HEALTH 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