Retirement plan

XCEL MEDIA GROUP 401(K) PROFIT SHARING PLAN

Name: XCEL MEDIA GROUP, INC. - XCEL MEDIA GROUP 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: XCEL MEDIA GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, XCEL MEDIA GROUP 401(K) PROFIT SHARING PLAN, XCEL MEDIA GROUP, INC.

XCEL MEDIA GROUP, INC.EIN 26-4533365Plan #001PY 2017

5739 BYRON ANTHONY PLACE - SANFORD, FL 32771866-712-5990xcelmediagroup.comLinkedIn11-50 employeesmarketing and advertising

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$393K

+54.9% from 2016

Total participants

+16.7% from 2016

Average account balance

$18,718

-11.5% from 2016

Annual return

17.80%

+5.98 pp from 2016

Benchmarks

See 25,068 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,068 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$929K

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

82.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$103K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+5.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1352

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 codes2E2F2G2J2T3D

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.
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

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$4K

$156 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.992%

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

$18,718

$85,766-78.2%

$136,297-86.3%

$70,124-73.3%

Participation rate

72.0%

74.2%-2.2pp

81.9%-9.9pp

69.5%+2.5pp

Annual return

17.80%

31.45%-13.7pp

5156.19%-5138.4pp

73.14%-55.3pp

Employer contribution / active EE

$856

$2,966-71.1%

$4,696-81.8%

$2,342-63.5%

Participant deferral / active EE

$2,967

$5,051-41.3%

$6,247-52.5%

$3,332-11.0%

Admin fee / account holder

$186

$5,420-96.6%

$9,244-98.0%

$4,645-96.0%

XCEL MEDIA GROUP 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

XCEL MEDIA GROUP 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