Retirement plan

INTERMUNDO MEDIA LLC 401(K) PLAN

Name: INTERMUNDO MEDIA LLC - INTERMUNDO MEDIA LLC 401(K) PLAN (2016) Form 5500
Creator: INTERMUNDO MEDIA LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTERMUNDO MEDIA LLC 401(K) PLAN, INTERMUNDO MEDIA LLC

INTERMUNDO MEDIA LLCEIN 20-8317308Plan #001PY 2016

2000 CENTRAL AVE, SUITE 100 - BOULDER, CO 80301303-867-8800boulderheavyindustries.comLinkedIn51-200 employeesmarketing and advertising

Prospect flagsLow assets / participantFailed to transmit contributions

How to read this page

Total assets (EOY)

$2.7M

+35.4% from 2015

Total participants

163

+26.4% from 2015

Average account balance

$21,076

+11.3% from 2015

Annual return

11.76%

+12.27 pp from 2015

Benchmarks

See 5,032 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,032 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.30M

Not enough data

1 years with asset history on file

Average account balance

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

$54K

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.

136

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.

46.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$370K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+16.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$95

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
FIDELITY INVESTMENTS INSTITUTIONAL1 year Service code 37 · EIN 04-2647786	Loan Processing	$4,313

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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).
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.

Opportunity flags

2 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$5K

$39 / participant

Investment mgmt$93817.8%
Other / not subdivided$4K82.2%

% of EOY assets

0.193%

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: WIPFLI LLP
Auditor EIN: 390758449
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$21,076

$75,183-72.0%

$123,894-83.0%

$55,167-61.8%

Participation rate

74.8%

72.8%+2.0pp

81.4%-6.6pp

69.0%+5.8pp

Annual return

11.76%

19.01%-7.3pp

47.52%-35.8pp

169.23%-157.5pp

Employer contribution / active EE

$2,379

$2,823-15.8%

$4,617-48.5%

$1,963+21.2%

Participant deferral / active EE

$4,183

$5,084-17.7%

$5,984-30.1%

$3,054+37.0%

Admin fee / account holder

$41

$663-93.9%

$8,357-99.5%

$504-91.9%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Service code 37 · EIN 04-2647786

Loan Processing

$4,313

INTERMUNDO MEDIA LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTERMUNDO MEDIA LLC 401(K) 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