Retirement plan

OUTPOST MEDIA 401(K) PLAN

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

OUTPOST MEDIAEIN 45-3278892Plan #001PY 2019

632 N MAIN - LOGAN, UT 84321435-750-55664outpostmedia.comLinkedIn11-50 employeesmarketing and advertising

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$1.7M

+28.4% from 2018

Total participants

+87.5% from 2018

Average account balance

$58,639

-29.1% from 2018

Annual return

11.13%

+17.69 pp from 2018

Benchmarks

See 119,358 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,358 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.53M

Not enough data

1 years with asset history on file

Average account balance

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

$118K

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.

85.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$331K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+18.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$808

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.
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

$2K

$78 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.110%

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

$58,639

$157,276-62.7%

$141,177-58.5%

$152,885-61.6%

Participation rate

95.8%

84.8%+11.0pp

82.5%+13.4pp

Annual return

11.13%

64.33%-53.2pp

71.40%-60.3pp

345.39%-334.3pp

Employer contribution / active EE

$2,740

$5,262-47.9%

$4,736-42.1%

$4,763-42.5%

Participant deferral / active EE

$6,802

$7,110-4.3%

$6,710+1.4%

$5,851+16.3%

Admin fee / account holder

$65

$12,123-99.5%

$10,263-99.4%

$11,598-99.4%

OUTPOST MEDIA 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OUTPOST MEDIA 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