Retirement plan

PAC-12 ENTERPRISES, LLC GENERATION PLAN

Name: PAC-12 ENTERPRISES, LLC - PAC-12 ENTERPRISES, LLC GENERATION PLAN (2015) Form 5500
Creator: PAC-12 ENTERPRISES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PAC-12 ENTERPRISES, LLC GENERATION PLAN, PAC-12 ENTERPRISES, LLC

PAC-12 ENTERPRISES, LLCEIN 45-3181539Plan #002PY 2015

360 3RD STREET, 3RD FLOOR - SAN FRANCISCO, CA 94107415-580-4325pac12networks.comLinkedIn11-50 employeesmedia production

Other plans on this EIN

1 filing

#001Retirement-$1.2M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$6M

No prior year

Total participants

223

No prior year

Average account balance

$29,342

No prior year

Annual return

0.00%

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

$18.92M

Not enough data

1 years with asset history on file

Average account balance

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

$126K

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.

150

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.

86.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.54M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$102K

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

+14.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$448

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

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
HIGHTOWER ADVISORS LLC1+ years Filed as: HIGHTOWER SECURITIES LLC Service code 49 · EIN 36-4454225	Other Services	$14,870
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290	Contract Administrator	$1,547

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$8 / participant

Contract admin$2K100.0%

% 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: LINDQUIST LLP
Auditor EIN: 522385296
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$29,342

$48,313-39.3%

$73,309-60.0%

$52,331-43.9%

Participation rate

90.3%

68.6%+21.8pp

74.9%+15.4pp

68.1%+22.2pp

Annual return

0.00%

3.85%-3.8pp

5.67%-5.7pp

4.54%-4.5pp

Employer contribution / active EE

$2,791

$1,661+68.0%

$3,237-13.8%

$1,882+48.3%

Participant deferral / active EE

$5,431

$4,189+29.7%

$4,991+8.8%

$3,022+79.7%

Admin fee / account holder

$404-98.1%

$5,635-99.9%

$592-98.7%

Provider

Service type

Compensation

HIGHTOWER ADVISORS LLC1+ years

Filed as: HIGHTOWER SECURITIES LLC

Service code 49 · EIN 36-4454225

Other Services

$14,870

PRINCIPAL LIFE INSURANCE COMPANY1+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$1,547

PAC-12 ENTERPRISES, LLC GENERATION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PAC-12 ENTERPRISES, LLC GENERATION 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