Retirement plan

NATIONAL PUBLIC MEDIA, LLC 401(K) SAVINGS PLAN

Name: NATIONAL PUBLIC MEDIA LLC - NATIONAL PUBLIC MEDIA, LLC 401(K) SAVINGS PLAN (2019) Form 5500
Creator: NATIONAL PUBLIC MEDIA LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL PUBLIC MEDIA, LLC 401(K) SAVINGS PLAN, NATIONAL PUBLIC MEDIA LLC

NATIONAL PUBLIC MEDIA LLCEIN 26-1156765Plan #001PY 2019

1111 NORTH CAPITAL STREET - WASHINGTON, DC 20002202-513-2914

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$17M

+33.8% from 2018

Total participants

120

+2.6% from 2018

Average account balance

$142,018

+28.3% from 2018

Annual return

23.34%

+27.26 pp from 2018

Benchmarks

See 8,602 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,602 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$24.93M

Not enough data

1 years with asset history on file

Average account balance

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

$199K

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.

125

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.

93.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.22M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+14.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$113

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
TIAA1 year Service code 15 · EIN 13-1624203	Recordkeeping	$29,016

Plan features & details

Pension benefit codes2E2F2G2J2R2T3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$33K

$332 / participant

Other / not subdivided$33K100.0%

% of EOY assets

0.191%

all-in expense ratio

Categories reported

0 / 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: BDO USA, LLP
Auditor EIN: 135381590
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$142,018

$54,757+159.4%

$90,300+57.3%

$72,983+94.6%

Participation rate

100.0%

65.1%+34.9pp

73.3%+26.7pp

69.5%+30.5pp

Annual return

23.34%

30.63%-7.3pp

78.11%-54.8pp

81.01%-57.7pp

Employer contribution / active EE

$8,317

$2,092+297.5%

$2,854+191.4%

$2,440+240.9%

Participant deferral / active EE

$7,235

$2,887+150.6%

$3,884+86.2%

$3,608+100.5%

Admin fee / account holder

$271

$3,972-93.2%

$5,353-94.9%

$5,124-94.7%

Provider

Service type

Compensation

TIAA1 year

Service code 15 · EIN 13-1624203

Recordkeeping

$29,016

NATIONAL PUBLIC MEDIA, LLC 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL PUBLIC MEDIA, LLC 401(K) SAVINGS 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