Retirement plan

US DIGITAL PARTNERS LLC 401(K) PROFIT SHARING PLAN

Name: US DIGITAL PARTNERS LLC - US DIGITAL PARTNERS LLC 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: US DIGITAL PARTNERS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, US DIGITAL PARTNERS LLC 401(K) PROFIT SHARING PLAN, US DIGITAL PARTNERS LLC

US DIGITAL PARTNERS LLCEIN 11-3652038Plan #001PY 2017

311 ELM STREET - CINCINNATI, OH 45202513-929-4603usdigitalpartners.comLinkedIn11-50 employeesmarketing and advertising

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

+24.8% from 2016

Total participants

+19.0% from 2016

Average account balance

$64,140

-2.3% from 2016

Annual return

10.75%

-2.82 pp from 2016

Benchmarks

See 8,046 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort8,046 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.68M

Not enough data

1 years with asset history on file

Average account balance

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

$123K

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.

176.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$230K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+28.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1603

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$16K

$756 / participant

Other / not subdivided$16K100.0%

% of EOY assets

1.076%

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

$64,140

$105,864-39.4%

$90,162-28.9%

$147,585-56.5%

Participation rate

90.5%

79.7%+10.7pp

76.9%+13.6pp

82.8%+7.6pp

Annual return

10.75%

37.63%-26.9pp

34.88%-24.1pp

578.57%-567.8pp

Employer contribution / active EE

$2,618

$4,126-36.5%

$3,318-21.1%

$4,876-46.3%

Participant deferral / active EE

$6,048

$5,733+5.5%

$5,287+14.4%

$5,439+11.2%

Admin fee / account holder

$690

$8,046-91.4%

$5,943-88.4%

$10,885-93.7%

US DIGITAL PARTNERS LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

US DIGITAL PARTNERS LLC 401(K) PROFIT SHARING 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