Retirement plan

DEX MEDIA, INC. SAVINGS PLAN

Name: DEX MEDIA HOLDINGS, INC. - DEX MEDIA, INC. SAVINGS PLAN (2017) Form 5500
Creator: DEX MEDIA HOLDINGS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DEX MEDIA, INC. SAVINGS PLAN, DEX MEDIA HOLDINGS, INC.

DEX MEDIA HOLDINGS, INC.EIN 13-2740040Plan #006PY 2017

2200 WEST AIRFIELD DRIVE, P.O. BOX 619810 - DFW AIRPORT, TX 75261972-453-7000

Other plans on this EIN

1 filing

#007Retirement-$430.6M assets

Prospect flagsRecently cancelled planLow returnsFailed to transmit contributionsCorrective distributionsWind-down / frozen

Top hat statement on fileNQDC

Filed June 8, 2009 (most recent of 4 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

+4.3% from 2016

Total participants

+23.8% from 2016

Average account balance

-14.4% from 2016

Annual return

-85.67%

-7.16 pp from 2016

Benchmarks

See 8,045 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort8,045 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$22.48M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-85.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907	Recordkeeping	$625,925
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243	Advisory (Participants)	$319,775
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTING INC Service code 27 · EIN 84-0854432	Advisory (Plan)	$108,150
CROWE LLP1 year Service code 10 · EIN 35-0921680	Accounting	$29,180
POYNER & SPRUILL LLP3+ years Filed as: POYNER SPRUILL LLP Service code 29 · EIN 56-1493995	Legal	$14,428

Plan features & details

Pension benefit codes2E2F2G2J2K2R2S2T

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

Opportunity flags

5 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
InformationalRecently cancelled plan
Plan reported a final filing / termination within the last year.

Expense breakdown

Schedule H Part II

Admin total

$1.3M

Investment mgmt$46K3.6%
Other / not subdivided$1M96.4%

% of EOY assets

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: CROWE, LLP
Auditor EIN: 350921680
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$105,856-100.0%

$90,161-100.0%

$147,587-100.0%

Participation rate

0.0%

79.7%-79.7pp

76.9%-76.9pp

82.8%-82.8pp

Annual return

-85.67%

37.63%-123.3pp

34.89%-120.6pp

578.60%-664.3pp

Employer contribution / active EE

$4,126-100.0%

$3,318-100.0%

$4,876-100.0%

Participant deferral / active EE

$5,733-100.0%

$5,287-100.0%

$5,439-100.0%

Admin fee / account holder

$8,046-100.0%

$5,943-100.0%

$10,886-100.0%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: GREAT-WEST LIFE & ANNUITY INS CO

Service code 15 · EIN 84-0467907

Recordkeeping

$625,925

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: ADVISED ASSETS GROUP, LLC

Service code 26 · EIN 84-1532243

Advisory (Participants)

$319,775

COOK STREET CONSULTING1 year

Filed as: COOK STREET CONSULTING INC

Service code 27 · EIN 84-0854432

Advisory (Plan)

$108,150

CROWE LLP1 year

Service code 10 · EIN 35-0921680

Accounting

$29,180

POYNER & SPRUILL LLP3+ years

Filed as: POYNER SPRUILL LLP

Service code 29 · EIN 56-1493995

Legal

$14,428

DEX MEDIA, INC. SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DEX MEDIA, INC. SAVINGS PLAN

Top hat statement on fileNQDC

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