Retirement plan

THE MIRAMAX SAVINGS PLAN

Name: MIRAMAX FILM NY, LLC - THE MIRAMAX SAVINGS PLAN (2016) Form 5500
Creator: MIRAMAX FILM NY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE MIRAMAX SAVINGS PLAN, MIRAMAX FILM NY, LLC

MIRAMAX FILM NY, LLCEIN 27-2622039Plan #001PY 2016

2450 COLORADO AVE, SUITE 100 EAST TOWER - SANTA MONICA, CA 90404310-409-4321LinkedIn51-200 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.2M

+55.4% from 2015

Total participants

140

+28.4% from 2015

Average account balance

$31,564

+21.3% from 2015

Annual return

25.33%

+18.33 pp from 2015

Benchmarks

See 837 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants100-249

Cohort837 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.39M

Not enough data

1 years with asset history on file

Average account balance

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

$80K

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.

117

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.

92.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.00M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+14.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$299

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

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 codes2F2G2J2T3D

Plan features

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

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

$322K

$3069 / participant

Other / not subdivided$322K100.0%

% of EOY assets

7.735%

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

$31,564

$51,244-38.4%

$80,977-61.0%

$55,167-42.8%

Participation rate

92.4%

71.7%+20.7pp

75.8%+16.6pp

69.0%+23.4pp

Annual return

25.33%

17.39%+7.9pp

17.11%+8.2pp

169.23%-143.9pp

Employer contribution / active EE

$3,648

$1,770+106.1%

$3,715-1.8%

$1,963+85.9%

Participant deferral / active EE

$7,089

$4,418+60.5%

$5,696+24.5%

$3,054+132.1%

Admin fee / account holder

$2,441

$398+513.4%

$5,517-55.7%

$504+384.5%

THE MIRAMAX SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE MIRAMAX 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