Retirement plan

MEISTER MEDIA WORLDWIDE PROFIT SHARING AND 401(K) PLAN

Name: MEISTER MEDIA WORLDWIDE, INC. - MEISTER MEDIA WORLDWIDE PROFIT SHARING AND 401(K) PLAN (2015) Form 5500
Creator: MEISTER MEDIA WORLDWIDE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MEISTER MEDIA WORLDWIDE PROFIT SHARING AND 401(K) PLAN, MEISTER MEDIA WORLDWIDE, INC.

MEISTER MEDIA WORLDWIDE, INC.EIN 34-0065290Plan #001PY 2015

37733 EUCLID AVENUE - WILLOUGHBY, OH 44094440-942-2000meistermedia.comLinkedIn51-200 employeespublishing

Other plans on this EIN

1 filing

#002Retirement-$2.2M assets

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$9.8M

No prior year

Total participants

137

No prior year

Average account balance

$72,697

No prior year

Annual return

0.54%

No prior year

Benchmarks

See 825 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants100-249

Cohort825 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17.92M

Not enough data

1 years with asset history on file

Average account balance

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

$204K

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.

85.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$499K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+14.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$36166

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 2 by compensation

Provider	Service type	Compensation
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 55 · EIN 95-2834236	Other Commissions	$17,296
FIDELITY INVESTMENTS INSTITUTIONAL1+ years Service code 60 · EIN 04-2647786	Sub-TA Fees	$370

Plan features & details

Pension benefit codes2E2F2G2J2R2T3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$280

$3 / participant

Other / not subdivided$280100.0%

% of EOY assets

0.003%

all-in expense ratio

Categories reported

0 / 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: MALONEY & NOVOTNY LLC
Auditor EIN: 340677006
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$72,697

$48,313+50.5%

$73,309-0.8%

$52,331+38.9%

Participation rate

98.0%

68.6%+29.4pp

74.9%+23.1pp

68.1%+29.9pp

Annual return

0.54%

3.85%-3.3pp

5.67%-5.1pp

4.54%-4.0pp

Employer contribution / active EE

$1,661-100.0%

$3,237-100.0%

$1,882-100.0%

Participant deferral / active EE

$4,386

$4,189+4.7%

$4,991-12.1%

$3,022+45.1%

Admin fee / account holder

$404-99.5%

$5,635-100.0%

$592-99.6%

Provider

Service type

Compensation

LPL FINANCIAL1+ years

Filed as: LPL FINANCIAL CORPORATION

Service code 55 · EIN 95-2834236

Other Commissions

$17,296

FIDELITY INVESTMENTS INSTITUTIONAL1+ years

Service code 60 · EIN 04-2647786

Sub-TA Fees

$370

MEISTER MEDIA WORLDWIDE PROFIT SHARING AND 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MEISTER MEDIA WORLDWIDE PROFIT SHARING AND 401(K) 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