Retirement plan

ACTION GLOBAL MEDIA, LLC 401(K) PROFIT SHARING PLAN

Name: ACTION GLOBAL MEDIA, LLC - ACTION GLOBAL MEDIA, LLC 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: ACTION GLOBAL MEDIA, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ACTION GLOBAL MEDIA, LLC 401(K) PROFIT SHARING PLAN, ACTION GLOBAL MEDIA, LLC

ACTION GLOBAL MEDIA, LLCEIN 20-8278969Plan #001PY 2019

303 PERIMETER CENTER NORTH, STE 300 - ATLANTA, GA 30346770-271-8842LinkedIn1-10 employeesmarketing and advertising

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$251K

+60.8% from 2018

Total participants

0.0% from 2018

Average account balance

$62,748

+60.8% from 2018

Annual return

27.70%

+35.61 pp from 2018

Benchmarks

See 119,358 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,358 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.06M

Not enough data

1 years with asset history on file

Average account balance

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

$212K

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.

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$139K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$46K

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

+19.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4014

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$62,748

$157,276-60.1%

$141,177-55.6%

$152,885-59.0%

Participation rate

100.0%

84.8%+15.2pp

82.5%+17.5pp

Annual return

27.70%

64.33%-36.6pp

71.40%-43.7pp

345.39%-317.7pp

Employer contribution / active EE

$2,103

$5,262-60.0%

$4,736-55.6%

$4,763-55.8%

Participant deferral / active EE

$10,817

$7,110+52.1%

$6,710+61.2%

$5,851+84.9%

Admin fee / account holder

$12,123-100.0%

$10,263-100.0%

$11,598-100.0%

ACTION GLOBAL MEDIA, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ACTION GLOBAL MEDIA, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion