Retirement plan

URNER BARRY PUBLICATIONS, INC. 401(K) PLAN

Name: URNER BARRY PUBLICATIONS, INC. - URNER BARRY PUBLICATIONS, INC. 401(K) PLAN (2019) Form 5500
Creator: URNER BARRY PUBLICATIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, URNER BARRY PUBLICATIONS, INC. 401(K) PLAN, URNER BARRY PUBLICATIONS, INC.

URNER BARRY PUBLICATIONS, INC.EIN 22-1896276Plan #002PY 2019

1001 CORPORATE CIRCLE - TOMS RIVER, NJ 08755732-575-1980LinkedIn51-200 employeespublishing

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.7M

+20.5% from 2018

Total participants

+6.9% from 2018

Average account balance

$61,095

+12.6% from 2018

Annual return

21.18%

+25.27 pp from 2018

Benchmarks

See 3,017 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort3,017 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.43M

Not enough data

1 years with asset history on file

Average account balance

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

$97K

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.

108

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.

114.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.29M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+21.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17267

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 codes2E2F2G2J3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$467K

$6062 / participant

Other / not subdivided$467K100.0%

% of EOY assets

9.923%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$61,095

$63,365-3.6%

$91,994-33.6%

$72,976-16.3%

Participation rate

100.0%

72.5%+27.5pp

78.6%+21.4pp

69.5%+30.5pp

Annual return

21.18%

35.35%-14.2pp

69.04%-47.9pp

81.02%-59.8pp

Employer contribution / active EE

$1,419

$2,116-32.9%

$3,453-58.9%

$2,440-41.8%

Participant deferral / active EE

$4,277

$4,883-12.4%

$5,924-27.8%

$3,608+18.5%

Admin fee / account holder

$6,062

$4,670+29.8%

$7,744-21.7%

$5,124+18.3%

URNER BARRY PUBLICATIONS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

URNER BARRY PUBLICATIONS, INC. 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