Retirement plan

HAYMARKET MEDIA, INC. EMPLOYEE'S 401(K) SAVINGS PL

Name: HAYMARKET MEDIA, INC. - HAYMARKET MEDIA, INC. EMPLOYEE'S 401(K) SAVINGS PL (2017) Form 5500
Creator: HAYMARKET MEDIA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HAYMARKET MEDIA, INC. EMPLOYEE'S 401(K) SAVINGS PL, HAYMARKET MEDIA, INC.

HAYMARKET MEDIA, INC.EIN 13-3241585Plan #002PY 2017

275 SEVENTH AVENUE, 10TH FLOOR - NEW YORK, NY 10001646-638-6050LinkedIn201-500 employeesmedia production

Prospect flagsCorrective distributions

Top hat statement on fileNQDC

Filed November 20, 2018

Plan administrator

Plan administrator name— Sign in and upgrade to view

275 7th Avenue Fl 10

New York State: NY Zip Code: 10001

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Plans declared (1)

Haymarket Media Inc. Non-qualified Deferred Compensation Plan9 emp

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Total assets (EOY)

$36.2M

+22.7% from 2016

Total participants

397

-3.6% from 2016

Average account balance

$96,283

+25.6% from 2016

Annual return

19.38%

+10.35 pp from 2016

Benchmarks

See 512 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants250-999

Cohort512 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$76.10M

Not enough data

1 years with asset history on file

Average account balance

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

$133K

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.

572

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.

97.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6.49M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+15.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$316

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

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Service providers

Top 10 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years Service code 52 · EIN 04-1590850	Indirect Investment Fees	$4,020
ALGER1 year Service code 52 · EIN 90-0342299	Indirect Investment Fees	$0
ALLIANZ GLOBAL INVESTORS1 year Service code 52 · EIN 33-0457728	Indirect Investment Fees	$0
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315	Indirect Investment Fees	$0
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037	Indirect Investment Fees	$0
BARON1 year Service code 52 · EIN 13-3806818	Indirect Investment Fees	$0
ENVESTNET RETIREMENT SOLUTIONS, LLC2 years Service code 27 · EIN 61-1732930	Advisory (Plan)	$0
FIDELITY INVESTMENTS INSTITUTIONAL1 year Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833	Indirect Investment Fees	$0
NATIXIS FUNDS1 year Service code 52 · EIN 90-0342299	Indirect Investment Fees	$0
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 56-2294396	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2J2K3D2S2T

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.
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

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$4K

$14 / participant

Contract admin$4K100.0%

% of EOY assets

0.011%

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: BDG-CPAS
Auditor EIN: 222625944
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$96,283

$65,592+46.8%

$90,161+6.8%

$69,631+38.3%

Participation rate

92.6%

77.6%+14.9pp

76.9%+15.7pp

70.7%+21.9pp

Annual return

19.38%

57.10%-37.7pp

34.89%-15.5pp

27571.02%-27551.6pp

Employer contribution / active EE

$3,579

$2,193+63.2%

$3,318+7.9%

$2,032+76.1%

Participant deferral / active EE

$7,944

$5,257+51.1%

$5,287+50.2%

$3,224+146.4%

Admin fee / account holder

$11

$86-87.5%

$5,943-99.8%

$110-90.3%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$4,020

ALGER1 year

Service code 52 · EIN 90-0342299

Indirect Investment Fees

ALLIANZ GLOBAL INVESTORS1 year

Service code 52 · EIN 33-0457728

Indirect Investment Fees

AMERICAN CENTURY1 year

Service code 52 · EIN 44-6006315

Indirect Investment Fees

AMERICAN FUNDS1 year

Service code 52 · EIN 95-1411037

Indirect Investment Fees

BARON1 year

Service code 52 · EIN 13-3806818

Indirect Investment Fees

ENVESTNET RETIREMENT SOLUTIONS, LLC2 years

Service code 27 · EIN 61-1732930

Advisory (Plan)

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Filed as: FIDELITY INVESTMENTS

Service code 52 · EIN 04-6056833

Indirect Investment Fees

NATIXIS FUNDS1 year

Service code 52 · EIN 90-0342299

Indirect Investment Fees

T ROWE PRICE RPS INC1 year

Filed as: T. ROWE PRICE

Service code 52 · EIN 56-2294396

Indirect Investment Fees

HAYMARKET MEDIA, INC. EMPLOYEE'S 401(K) SAVINGS PL

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HAYMARKET MEDIA, INC. EMPLOYEE'S 401(K) SAVINGS PL

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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