Retirement plan

CORTINA PRODUCTIONS INC 401K PROFIT SHARING PLAN AND TRUST

Name: CORTINA PRODUCTIONS INC - CORTINA PRODUCTIONS INC 401K PROFIT SHARING PLAN AND TRUST (2016) Form 5500
Creator: CORTINA PRODUCTIONS INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CORTINA PRODUCTIONS INC 401K PROFIT SHARING PLAN AND TRUST, CORTINA PRODUCTIONS INC

CORTINA PRODUCTIONS INCEIN 31-1654235Plan #001PY 2016

1651 OLD MEADOW ROAD, SUITE 400 - MCLEAN, VA 22102703-556-8481cortinaproductions.comLinkedIn11-50 employeesmedia production

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$3.2M

No prior year

Total participants

No prior year

Average account balance

$35,789

No prior year

Annual return

8.61%

No prior year

Benchmarks

See 2,538 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort2,538 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.14M

Not enough data

1 years with asset history on file

Average account balance

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

$100K

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.

137.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$601K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+15.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17459

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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$8K

$149 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.250%

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

$35,789

$41,377-13.5%

$109,313-67.3%

$62,881-43.1%

Participation rate

85.2%

57.5%+27.6pp

71.3%+13.9pp

69.3%+15.9pp

Annual return

8.61%

11.05%-2.4pp

22.07%-13.5pp

20.14%-11.5pp

Employer contribution / active EE

$1,609

$1,276+26.1%

$3,892-58.7%

$2,281-29.5%

Participant deferral / active EE

$4,264

$2,045+108.5%

$3,166+34.7%

$3,203+33.1%

Admin fee / account holder

$90

$2,884-96.9%

$5,666-98.4%

$4,296-97.9%

CORTINA PRODUCTIONS INC 401K PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CORTINA PRODUCTIONS INC 401K PROFIT SHARING PLAN AND TRUST

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