Retirement plan

VSS- SOUTHERN THEATRES, LLC RETIREMENT SAVINGS PLAN

Name: VSS- SOUTHERN THEATRES, LLC - VSS- SOUTHERN THEATRES, LLC RETIREMENT SAVINGS PLAN (2020) Form 5500
Creator: VSS- SOUTHERN THEATRES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VSS- SOUTHERN THEATRES, LLC RETIREMENT SAVINGS PLAN, VSS- SOUTHERN THEATRES, LLC

VSS- SOUTHERN THEATRES, LLCEIN 32-0014090Plan #001PY 2020

935 GRAVIER ST, SUITE 1200 - NEW ORLEANS, LA 70112504-297-1133LinkedIn11-50 employees

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$6.1M

+6.6% from 2019

Total participants

284

-26.8% from 2019

Average account balance

$58,535

+18.9% from 2019

Annual return

19.71%

-4.31 pp from 2019

Benchmarks

See 909 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants100-249

Cohort909 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+2.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

Top 1 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL6+ years Service code 37 · EIN 04-2647786	Loan Processing	$2,631

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$7K

$28 / participant

Investment mgmt$4K59.9%
Other / not subdivided$3K40.1%

% of EOY assets

0.108%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: POSTLETHWAITE AND NETTERVILLE
Auditor EIN: 721202445
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$58,535

$66,813-12.4%

$100,530-41.8%

$73,493-20.4%

Participation rate

22.4%

77.5%-55.1pp

79.4%-57.0pp

70.7%-48.3pp

Annual return

19.71%

25.70%-6.0pp

30.89%-11.2pp

28.51%-8.8pp

Employer contribution / active EE

$479

$2,147-77.7%

$3,418-86.0%

$2,270-78.9%

Participant deferral / active EE

$1,014

$5,883-82.8%

$6,271-83.8%

$3,740-72.9%

Admin fee / account holder

$63

$512-87.7%

$8,083-99.2%

$513-87.7%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL6+ years

Service code 37 · EIN 04-2647786

Loan Processing

$2,631

VSS- SOUTHERN THEATRES, LLC RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VSS- SOUTHERN THEATRES, LLC RETIREMENT 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