Retirement plan

BIG RADIO

Name: BIG RADIO - BIG RADIO (2018) Form 5500
Creator: BIG RADIO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BIG RADIO, BIG RADIO

BIG RADIOEIN 27-0434269Plan #001PY 2018

W4765 RADIO LANE - MONROE, WI 53566608-325-2161bigradio.fmLinkedIn51-200 employeesbroadcast media

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

+4.4% from 2017

Total participants

+4.8% from 2017

Average account balance

$41,495

+1.3% from 2017

Annual return

-6.39%

-23.10 pp from 2017

Benchmarks

See 2,969 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort2,969 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.98M

Not enough data

1 years with asset history on file

Average account balance

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

$99K

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.

103.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$178K

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

+15.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2262

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 codes2E2G2J3D2F

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$48K

$1169 / participant

Other / not subdivided$48K100.0%

% of EOY assets

3.398%

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

$41,495

$58,577-29.2%

$83,323-50.2%

$64,181-35.3%

Participation rate

75.6%

72.0%+3.6pp

77.8%-2.2pp

69.6%+6.0pp

Annual return

-6.39%

9.65%-16.0pp

10.63%-17.0pp

7.63%-14.0pp

Employer contribution / active EE

$1,101

$2,098-47.5%

$3,379-67.4%

$2,381-53.7%

Participant deferral / active EE

$3,621

$4,654-22.2%

$5,565-34.9%

$3,470+4.4%

Admin fee / account holder

$1,410

$9,275-84.8%

$7,539-81.3%

$4,887-71.2%

BIG RADIO

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BIG RADIO

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