Retirement plan

ZUMA PRESS, INC. 401K PLAN

Name: ZUMA PRESS, INC. - ZUMA PRESS, INC. 401K PLAN (2019) Form 5500
Creator: ZUMA PRESS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ZUMA PRESS, INC. 401K PLAN, ZUMA PRESS, INC.

ZUMA PRESS, INC.EIN 33-0653498Plan #001PY 2019

408 N EL CAMINO REAL - SAN CLEMENTE, CA 92672949-481-3747zumapress.comLinkedIn201-500 employeesphotography

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.3M

+28.4% from 2018

Total participants

+7.7% from 2018

Average account balance

$118,850

+16.7% from 2018

Annual return

22.50%

+29.39 pp from 2018

Benchmarks

See 8,832 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort8,832 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.78M

Not enough data

1 years with asset history on file

Average account balance

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

$254K

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.

77.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$76K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+15.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$593

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

$614

$61 / participant

Other / not subdivided$614100.0%

% of EOY assets

0.047%

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

$118,850

$107,944+10.1%

$91,994+29.2%

$152,885-22.3%

Participation rate

70.0%

81.2%-11.2pp

78.6%-8.6pp

82.5%-12.5pp

Annual return

22.50%

89.26%-66.8pp

69.03%-46.5pp

345.39%-322.9pp

Employer contribution / active EE

$4,210-100.0%

$3,452-100.0%

$4,763-100.0%

Participant deferral / active EE

$6,010

$6,365-5.6%

$5,923+1.5%

$5,851+2.7%

Admin fee / account holder

$56

$10,521-99.5%

$7,743-99.3%

$11,598-99.5%

ZUMA PRESS, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ZUMA PRESS, INC. 401K 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