Retirement plan

MEDSTAR TELEVISION, INC., 401(K) PROFIT SHARING PLAN

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

MEDSTAR TELEVISION, INC.EIN 23-2182686Plan #003PY 2019

5100 TILGHMAN STREET - ALLENTOWN, PA 18104610-395-1300medstar.comLinkedIn51-200 employeesentertainment

Prospect flagsLow returnsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.7M

-25.3% from 2018

Total participants

0.0% from 2018

Average account balance

$265,857

-25.3% from 2018

Annual return

11.32%

+14.59 pp from 2018

Benchmarks

See 8,833 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort8,833 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$244K

Not enough data

1 years with asset history on file

Average account balance

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

$27K

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.

300.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$21K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+8.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$212565

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 codes2E2G2J2R2T3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.5M

$488903 / participant

Other / not subdivided$1M100.0%

% of EOY assets

55.169%

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

$265,857

$107,934+146.3%

$91,989+189.0%

$152,870+73.9%

Participation rate

100.0%

81.2%+18.8pp

78.6%+21.4pp

82.4%+17.6pp

Annual return

11.32%

89.25%-77.9pp

69.02%-57.7pp

345.34%-334.0pp

Employer contribution / active EE

$26,010

$4,210+517.8%

$3,452+653.5%

$4,763+446.1%

Participant deferral / active EE

$17,833

$6,364+180.2%

$5,923+201.1%

$5,850+204.8%

Admin fee / account holder

$146,671

$10,520+1294.3%

$7,743+1794.3%

$11,597+1164.8%

MEDSTAR TELEVISION, INC., 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MEDSTAR TELEVISION, INC., 401(K) PROFIT SHARING 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