Retirement plan

A. H. BELO SAVINGS PLAN

Name: A. H. BELO CORPORATION - A. H. BELO SAVINGS PLAN (2019) Form 5500
Creator: A. H. BELO CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, A. H. BELO SAVINGS PLAN, A. H. BELO CORPORATION

A. H. BELO CORPORATIONEIN 38-3765318Plan #001PY 2019

1954 COMMERCE STREET - DALLAS, TX 75201214-977-8869dallasnewscorporation.comLinkedIn1001-5000 employeesnewspapers

Other plans on this EIN

2 filings

#005Retirement-$99.6M assets #004Retirement-$96.8M assets

Prospect flagsLow returnsCorrective distributions

How to read this page

Total assets (EOY)

$209.5M

+7.6% from 2016

Total participants

2,287

+4.3% from 2016

Average account balance

$96,272

+4.7% from 2016

Annual return

20.97%

-4.22 pp from 2016

Benchmarks

See 531 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants250-999

Cohort531 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$209.21M

Not enough data

1 years with asset history on file

Average account balance

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

$146K

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.

1,436

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.

84.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.99M

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

+17.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$-142

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

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Service providers

Top 6 by compensation

Provider	Service type	Compensation
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524	Advisory (Plan)	$23,751
FID INV INST OPS CO3 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786	Loan Processing	$14,481
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW, KRAUSE, LLP Service code 10 · EIN 39-0859910	Accounting	$11,087
BAKER TILLY US, LLP5+ years Filed as: MONTGOMERY COSCIA GREILICH LLP Service code 10 · EIN 75-2919818	Accounting	$5,280
FID INV INST OPS CO2 years Service code 60	Sub-TA Fees	$0
FID INV INST OPS CO2 years Filed as: FID INV INST. OPS CO Service code 60	Sub-TA Fees	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2R2T3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$55K

$61 / participant

Investment mgmt$24K43.5%
Other / not subdivided$31K56.5%

% of EOY assets

0.026%

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: BAKER TILLY VIRCHOW KRAUSE, LLP
Auditor EIN: 390859910
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$96,272

$69,231+39.1%

$91,994+4.6%

$67,584+42.4%

Participation rate

87.5%

78.9%+8.6pp

78.6%+8.9pp

71.3%+16.3pp

Annual return

20.97%

32.03%-11.1pp

69.04%-48.1pp

378.59%-357.6pp

Employer contribution / active EE

$716

$2,284-68.6%

$3,453-79.3%

$2,148-66.6%

Participant deferral / active EE

$4,477

$5,854-23.5%

$5,924-24.4%

$3,540+26.5%

Admin fee / account holder

$25

$107-76.6%

$7,744-99.7%

$142-82.4%

Provider

Service type

Compensation

STRATEGIC ADVISORS, INC.5+ years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$23,751

FID INV INST OPS CO3 years

Filed as: FID INV INSTL OPS CO

Service code 37 · EIN 04-2647786

Loan Processing

$14,481

BAKER TILLY US, LLP1 year

Filed as: BAKER TILLY VIRCHOW, KRAUSE, LLP

Service code 10 · EIN 39-0859910

Accounting

$11,087

BAKER TILLY US, LLP5+ years

Filed as: MONTGOMERY COSCIA GREILICH LLP

Service code 10 · EIN 75-2919818

Accounting

$5,280

FID INV INST OPS CO2 years

Service code 60

Sub-TA Fees

FID INV INST OPS CO2 years

Filed as: FID INV INST. OPS CO

Service code 60

Sub-TA Fees

A. H. BELO SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

A. H. BELO 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