Retirement plan

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

Name: MEDSTAR TELEVISION, INC. - MEDSTAR TELEVISION, INC., 401(K) PROFIT SHARING PLAN (2021) 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 2021

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)

$3.4M

+11.2% from 2020

Total participants

0.0% from 2020

Average account balance

$338,973

+11.2% from 2020

Annual return

6.70%

-2.84 pp from 2020

Benchmarks

See 9,483 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort9,483 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.96M

Not enough data

1 years with asset history on file

Average account balance

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

$196K

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.

333.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$73K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+9.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$185436

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

$28K

$9309 / participant

Other / not subdivided$28K100.0%

% of EOY assets

0.824%

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

$338,973

$124,175+173.0%

$108,405+212.7%

$167,553+102.3%

Participation rate

100.0%

82.3%+17.7pp

80.1%+19.9pp

82.1%+17.9pp

Annual return

6.70%

1380.13%-1373.4pp

905.55%-898.8pp

478.89%-472.2pp

Employer contribution / active EE

$27,362

$4,188+553.4%

$3,559+668.8%

$4,840+465.4%

Participant deferral / active EE

$18,813

$6,908+172.3%

$6,563+186.7%

$6,343+196.6%

Admin fee / account holder

$2,793

$9,457-70.5%

$7,297-61.7%

$12,316-77.3%

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