Retirement plan

LEGEND PICTURES, LLC 401(K) RETIREMENT SAVINGS PLAN

Name: LEGEND PICTURES, LLC - LEGEND PICTURES, LLC 401(K) RETIREMENT SAVINGS PLAN (2015) Form 5500
Creator: LEGEND PICTURES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LEGEND PICTURES, LLC 401(K) RETIREMENT SAVINGS PLAN, LEGEND PICTURES, LLC

LEGEND PICTURES, LLCEIN 20-1394866Plan #001PY 2015

2900 WEST ALEMEDA AVE, 15TH FLOOR - BURBANK, CA 91505818-688-6945LinkedIn201-500 employeesmotion pictures and film

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$2.7M

No prior year

Total participants

248

No prior year

Average account balance

$24,275

No prior year

Annual return

18.51%

No prior year

Benchmarks

See 825 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants100-249

Cohort825 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$19.70M

Not enough data

1 years with asset history on file

Average account balance

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

$70K

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.

283

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.

98.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.59M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+14.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$254

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 1 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS1+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781	Recordkeeping	$11,954

Plan features & details

Pension benefit codes2J2K2R3D3H

Plan features

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$13K

$59 / participant

Contract admin$13K100.0%

% of EOY assets

0.469%

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: HOLTZMAN PARTNERS LLP
Auditor EIN: 743121060
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$24,275

$48,313-49.8%

$73,309-66.9%

$52,331-53.6%

Participation rate

37.3%

68.6%-31.2pp

74.9%-37.6pp

68.1%-30.8pp

Annual return

18.51%

3.85%+14.7pp

5.67%+12.8pp

4.54%+14.0pp

Employer contribution / active EE

$781

$1,661-53.0%

$3,237-75.9%

$1,882-58.5%

Participant deferral / active EE

$4,559

$4,189+8.8%

$4,991-8.7%

$3,022+50.9%

Admin fee / account holder

$114

$404-71.8%

$5,635-98.0%

$592-80.8%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS1+ years

Filed as: TRANSAMERICA LIFE INSURANCE COMPANY

Service code 15 · EIN 39-0989781

Recordkeeping

$11,954

LEGEND PICTURES, LLC 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LEGEND PICTURES, LLC 401(K) RETIREMENT SAVINGS 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