Retirement plan

RIDGEWOOD MEDICAL MEDIA 401 K PROFIT SHARING PLAN TRUST

Name: RIDGEWOOD MEDICAL MEDIA LLC - RIDGEWOOD MEDICAL MEDIA 401 K PROFIT SHARING PLAN TRUST (2016) Form 5500
Creator: RIDGEWOOD MEDICAL MEDIA LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RIDGEWOOD MEDICAL MEDIA 401 K PROFIT SHARING PLAN TRUST, RIDGEWOOD MEDICAL MEDIA LLC

RIDGEWOOD MEDICAL MEDIA LLCEIN 41-2149542Plan #001PY 2016

30 GARBER SQUARE - RIDGEWOOD, NJ 07450201-670-1356ridgewoodmedia.comLinkedIn11-50 employeespublishing

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$610K

+28.8% from 2015

Total participants

+66.7% from 2015

Average account balance

$43,596

-26.4% from 2015

Annual return

10.31%

+24.73 pp from 2015

Benchmarks

See 7,788 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort7,788 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.20M

Not enough data

1 years with asset history on file

Average account balance

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

$129K

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.

121.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$195K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+11.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9032

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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$33K

$2784 / participant

Other / not subdivided$33K100.0%

% of EOY assets

5.474%

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

$43,596

$96,562-54.9%

$80,976-46.2%

$273,968-84.1%

Participation rate

91.7%

79.1%+12.6pp

75.8%+15.9pp

83.0%+8.7pp

Annual return

10.31%

15.14%-4.8pp

17.10%-6.8pp

41.45%-31.1pp

Employer contribution / active EE

$4,868-100.0%

$3,714-100.0%

$4,869-100.0%

Participant deferral / active EE

$8,231

$6,597+24.8%

$5,696+44.5%

$5,287+55.7%

Admin fee / account holder

$2,387

$7,493-68.1%

$5,516-56.7%

$10,132-76.4%

RIDGEWOOD MEDICAL MEDIA 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RIDGEWOOD MEDICAL MEDIA 401 K PROFIT SHARING PLAN 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