Retirement plan

VOX MEDIA 401(K) PROFIT SHARING PLAN AND TRUST

Name: VOX MEDIA, LLC - VOX MEDIA 401(K) PROFIT SHARING PLAN AND TRUST (2024) Form 5500
Creator: VOX MEDIA, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VOX MEDIA 401(K) PROFIT SHARING PLAN AND TRUST, VOX MEDIA, LLC

VOX MEDIA, LLCEIN 20-2057273Plan #001PY 2024

1701 RHODE ISLAND AVENUE NW - WASHINGTON, DC 20036202-591-1170voxmedia.comLinkedIn1001-5000 employeesonline media

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$179.3M

+19.0% from 2023

Total participants

2,299

-5.2% from 2023

Average account balance

$84,297

+25.3% from 2023

Annual return

15.78%

-5.69 pp from 2023

Benchmarks

See 949 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort949 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$179.30M

Not enough data

1 years with asset history on file

Average account balance

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

$84K

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.

2,127

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.

86.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$20.41M

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

+15.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$110

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 2 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786	Loan Processing	$158,325
MERCER5 years Filed as: MERCER INVESTMENT MANAGEMENT INC Service code 27 · EIN 30-0282430	Advisory (Plan)	$74,672

Plan features & details

Pension benefit codes3D3H2T2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
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

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

Expense breakdown

Schedule H Part II

Admin total

$233K

$177 / participant

Recordkeeping$158K68.0%
Investment mgmt$75K32.0%

% of EOY assets

0.130%

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: COHNREZNICK
Auditor EIN: 334144829
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$84,297

$122,128-31.0%

$147,117-42.7%

$200,096-57.9%

Participation rate

86.9%

78.2%+8.7pp

82.2%+4.7pp

72.0%+14.9pp

Annual return

15.78%

30.58%-14.8pp

420.54%-404.8pp

34.26%-18.5pp

Employer contribution / active EE

$3,782

$4,093-7.6%

$4,932-23.3%

$3,038+24.5%

Participant deferral / active EE

$11,760

$8,484+38.6%

$8,065+45.8%

$5,090+131.1%

Admin fee / account holder

$110

$180-39.0%

$12,993-99.2%

$269-59.3%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL10+ years

Service code 37 · EIN 04-2647786

Loan Processing

$158,325

MERCER5 years

Filed as: MERCER INVESTMENT MANAGEMENT INC

Service code 27 · EIN 30-0282430

Advisory (Plan)

$74,672

VOX MEDIA 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VOX MEDIA 401(K) PROFIT SHARING PLAN AND TRUST

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