Retirement plan

VOX MEDIA 401(K) PROFIT SHARING PLAN AND TRUST

Name: VOX MEDIA - VOX MEDIA 401(K) PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: VOX MEDIA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VOX MEDIA 401(K) PROFIT SHARING PLAN AND TRUST, VOX MEDIA

VOX MEDIAEIN 20-2057273Plan #001PY 2017

1201 CONNECTICUT AVE NW STE 11 - WASHINGTON, DC 20036202-591-1170voxmedia.comLinkedIn1001-5000 employeesonline media

Prospect flagsFailed to transmit contributionsCorrective distributions

How to read this page

Total assets (EOY)

$20.6M

+92.5% from 2016

Total participants

967

+27.4% from 2016

Average account balance

$26,665

+41.1% from 2016

Annual return

34.40%

+5.99 pp from 2016

Benchmarks

See 2,615 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,615 peers

Snapshot2017

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 3 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL3+ years Service code 37 · EIN 04-2647786	Loan Processing	$38,257
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES LLC Service code 55 · EIN 06-1685865	Other Commissions	$30,823
AMERITAS LIFE INSURANCE CORP3+ years Filed as: AMERITAS INVESTMENT CORP Service code 55 · EIN 47-0663374	Other Commissions	$6,451

Plan features & details

Pension benefit codes2E2G2J2S2T3D

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.
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

2 tripped

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).

Expense breakdown

Schedule H Part II

Admin total

$38K

$45 / participant

Other / not subdivided$38K100.0%

% of EOY assets

0.186%

all-in expense ratio

Categories reported

0 / 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: COHNREZNICK
Auditor EIN: 221478099
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$26,665

$155,795-82.9%

$136,298-80.4%

$69,631-61.7%

Participation rate

77.0%

75.2%+1.8pp

81.9%-4.9pp

70.7%+6.4pp

Annual return

34.40%

232464.33%-232429.9pp

5156.27%-5121.9pp

27571.02%-27536.6pp

Employer contribution / active EE

$2,666

$2,991-10.9%

$4,696-43.2%

$2,032+31.2%

Participant deferral / active EE

$5,703

$5,394+5.7%

$6,247-8.7%

$3,224+76.9%

Admin fee / account holder

$50

$128-61.3%

$9,244-99.5%

$110-55.1%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL3+ years

Service code 37 · EIN 04-2647786

Loan Processing

$38,257

MMA SECURITIES LLC1 year

Filed as: MMC SECURITIES LLC

Service code 55 · EIN 06-1685865

Other Commissions

$30,823

AMERITAS LIFE INSURANCE CORP3+ years

Filed as: AMERITAS INVESTMENT CORP

Service code 55 · EIN 47-0663374

Other Commissions

$6,451

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