Retirement plan

VOX MEDIA 401(K) PROFIT SHARING PLAN AND TRUST

Name: VOX MEDIA - VOX MEDIA 401(K) PROFIT SHARING PLAN AND TRUST (2019) 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 2019

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$42.7M

+61.6% from 2018

Total participants

1,244

+21.7% from 2018

Average account balance

$38,069

+27.9% from 2018

Annual return

33.64%

+36.54 pp from 2018

Benchmarks

See 2,853 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,853 peers

Snapshot2019

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 INSTITUTIONAL5+ years Service code 37 · EIN 04-2647786	Loan Processing	$82,448
MMA SECURITIES LLC3 years Filed as: MMC SECURITIES LLC Service code 27 · EIN 06-1685865	Advisory (Plan)	$40,635
COHNREZNICK LLP1 year Filed as: COHNREZNICK Service code 65 · EIN 22-1478099	Account Maintenance	$6,538

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$133K

$153 / participant

Other / not subdivided$133K100.0%

% of EOY assets

0.311%

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

$38,069

$88,122-56.8%

$141,191-73.0%

$67,579-43.7%

Participation rate

85.8%

76.5%+9.4pp

82.5%+3.3pp

71.3%+14.5pp

Annual return

33.64%

75.40%-41.8pp

71.41%-37.8pp

378.56%-344.9pp

Employer contribution / active EE

$3,838

$3,224+19.0%

$4,736-19.0%

$2,148+78.7%

Participant deferral / active EE

$8,067

$5,958+35.4%

$6,710+20.2%

$3,539+127.9%

Admin fee / account holder

$118

$131-9.6%

$10,264-98.8%

$142-16.9%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL5+ years

Service code 37 · EIN 04-2647786

Loan Processing

$82,448

MMA SECURITIES LLC3 years

Filed as: MMC SECURITIES LLC

Service code 27 · EIN 06-1685865

Advisory (Plan)

$40,635

COHNREZNICK LLP1 year

Filed as: COHNREZNICK

Service code 65 · EIN 22-1478099

Account Maintenance

$6,538

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