Retirement plan

MOTION PICTURE ASSOCIATION, INC. EMPLOYEES' 401(K) PLAN

Name: MOTION PICTURE ASSOCIATION, INC. - MOTION PICTURE ASSOCIATION, INC. EMPLOYEES' 401(K) PLAN (2020) Form 5500
Creator: MOTION PICTURE ASSOCIATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MOTION PICTURE ASSOCIATION, INC. EMPLOYEES' 401(K) PLAN, MOTION PICTURE ASSOCIATION, INC.

MOTION PICTURE ASSOCIATION, INC.EIN 13-1068220Plan #002PY 2020

15301 VENTURA BLVD., BUILDING E - SHERMAN OAKS, CA 91403818-995-6600LinkedIn1-10 employees

Other plans on this EIN

1 filing

#001Retirement-$33.7M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$55.7M

+15.4% from 2019

Total participants

281

+0.4% from 2019

Average account balance

$201,148

+16.3% from 2019

Annual return

14.65%

-6.36 pp from 2019

Benchmarks

See 909 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants100-249

Cohort909 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$63.71M

Not enough data

1 years with asset history on file

Average account balance

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

$231K

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.

276

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.

98.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.31M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+14.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$264

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

Top 10 of 14 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.6+ years Service code 52 · EIN 04-1590850	Indirect Investment Fees	$89,473
KESTRA INVESTMENT SERVICES LLC1 year Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359	Advisory (Plan)	$30,000
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037	Indirect Investment Fees	$0
BLACKROCK4 years Service code 52 · EIN 04-6171663	Indirect Investment Fees	$0
DIMENSIONAL FUND ADVISORS4 years Service code 52 · EIN 36-3129984	Indirect Investment Fees	$0
FRANKLIN TEMPLETON4 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210	Indirect Investment Fees	$0
INVESCO2 years Service code 52 · EIN 93-6305075	Indirect Investment Fees	$0
PGIM INVESTMENTS4 years Service code 52 · EIN 22-3468527	Indirect Investment Fees	$0
PRINCIPAL INVESTORS4 years Service code 52 · EIN 91-1801401	Indirect Investment Fees	$0
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2J2F2G2K3D2S2T

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

$119K

$835 / participant

Investment mgmt$115K96.5%
Contract admin$4K3.0%
Other / not subdivided$5720.5%

% of EOY assets

0.214%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BDO, LLP
Auditor EIN: 135381590
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$201,148

$66,813+201.1%

$100,535+100.1%

$73,497+173.7%

Participation rate

97.2%

77.5%+19.7pp

79.4%+17.8pp

70.7%+26.5pp

Annual return

14.65%

25.70%-11.0pp

30.90%-16.2pp

28.51%-13.9pp

Employer contribution / active EE

$8,727

$2,147+306.6%

$3,419+155.3%

$2,270+284.4%

Participant deferral / active EE

$10,715

$5,883+82.1%

$6,271+70.8%

$3,740+186.5%

Admin fee / account holder

$431

$512-15.8%

$8,085-94.7%

$513-15.9%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.6+ years

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$89,473

KESTRA INVESTMENT SERVICES LLC1 year

Filed as: KESTRA ADVISORY SERVICES, LLC

Service code 27 · EIN 35-2552359

Advisory (Plan)

$30,000

AMERICAN FUNDS4 years

Service code 52 · EIN 95-1411037

Indirect Investment Fees

BLACKROCK4 years

Service code 52 · EIN 04-6171663

Indirect Investment Fees

DIMENSIONAL FUND ADVISORS4 years

Service code 52 · EIN 36-3129984

Indirect Investment Fees

FRANKLIN TEMPLETON4 years

Filed as: FRANKLINTEMPLETON

Service code 52 · EIN 59-6865210

Indirect Investment Fees

INVESCO2 years

Service code 52 · EIN 93-6305075

Indirect Investment Fees

PGIM INVESTMENTS4 years

Service code 52 · EIN 22-3468527

Indirect Investment Fees

PRINCIPAL INVESTORS4 years

Service code 52 · EIN 91-1801401

Indirect Investment Fees

T ROWE PRICE RPS INC4 years

Filed as: T. ROWE PRICE

Service code 52 · EIN 52-1151266

Indirect Investment Fees

MOTION PICTURE ASSOCIATION, INC. EMPLOYEES' 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MOTION PICTURE ASSOCIATION, INC. EMPLOYEES' 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