Retirement plan

URNER BARRY PUBLICATIONS, INC. 401(K) PLAN

Name: URNER BARRY PUBLICATIONS, INC. - URNER BARRY PUBLICATIONS, INC. 401(K) PLAN (2020) 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 2020

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$6M

+28.6% from 2019

Total participants

+9.1% from 2019

Average account balance

$72,019

+17.9% from 2019

Annual return

16.88%

-4.30 pp from 2019

Benchmarks

See 3,013 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort3,013 peers

Snapshot2020

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

0 tripped

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

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

$72,019

$70,486+2.2%

$100,535-28.4%

$79,856-9.8%

Participation rate

100.0%

73.6%+26.4pp

79.4%+20.6pp

69.6%+30.4pp

Annual return

16.88%

21.90%-5.0pp

30.90%-14.0pp

31.71%-14.8pp

Employer contribution / active EE

$1,442

$2,165-33.4%

$3,419-57.8%

$2,471-41.7%

Participant deferral / active EE

$5,122

$5,182-1.2%

$6,271-18.3%

$3,741+36.9%

Admin fee / account holder

$4,480-100.0%

$8,085-100.0%

$5,306-100.0%

URNER BARRY PUBLICATIONS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

URNER BARRY PUBLICATIONS, INC. 401(K) 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