Retirement plan

NATIONAL PUBLIC MEDIA, LLC 401(K) SAVINGS PLAN

Name: NATIONAL PUBLIC MEDIA LLC - NATIONAL PUBLIC MEDIA, LLC 401(K) SAVINGS PLAN (2020) 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 2020

1111 NORTH CAPITAL STREET - WASHINGTON, DC 20002202-543-1944

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$20M

+17.1% from 2019

Total participants

127

+5.8% from 2019

Average account balance

$158,351

+11.5% from 2019

Annual return

14.06%

-9.28 pp from 2019

Benchmarks

See 1,687 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,687 peers

Snapshot2020

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
TIAA2 years Service code 15 · EIN 13-1624203	Recordkeeping	$28,012

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

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$28K

$275 / participant

Other / not subdivided$28K100.0%

% of EOY assets

0.140%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BDO USA, LLP
Auditor EIN: 135381590
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$158,351

$66,124+139.5%

$90,440+75.1%

$73,493+115.5%

Participation rate

99.0%

69.7%+29.3pp

72.7%+26.3pp

70.7%+28.3pp

Annual return

14.06%

17.65%-3.6pp

1294.38%-1280.3pp

28.51%-14.5pp

Employer contribution / active EE

$4,382

$2,346+86.8%

$3,263+34.3%

$2,270+93.0%

Participant deferral / active EE

$7,059

$3,039+132.3%

$3,964+78.1%

$3,740+88.8%

Admin fee / account holder

$222

$396-43.9%

$5,615-96.0%

$513-56.7%

Provider

Service type

Compensation

TIAA2 years

Service code 15 · EIN 13-1624203

Recordkeeping

$28,012

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