Retirement plan

CULTURE AMP, INC. 401(K) PLAN

Name: CULTURE AMP, INC. - CULTURE AMP, INC. 401(K) PLAN (2020) Form 5500
Creator: CULTURE AMP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CULTURE AMP, INC. 401(K) PLAN, CULTURE AMP, INC.

CULTURE AMP, INC.EIN 46-3135453Plan #001PY 2020

111 SUTTER ST FL 15 - SAN FRANCISCO, CA 941044541415-636-8011culturejam.comLinkedIn1-10 employeesentertainment

Prospect flagsLow assets / participantLow fidelity bondFailed to transmit contributions

How to read this page

Total assets (EOY)

$3.8M

+72.4% from 2019

Total participants

188

+5.0% from 2019

Average account balance

$21,512

+27.8% from 2019

Annual return

34.33%

+34.33 pp from 2019

Benchmarks

See 495 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants100-249

Cohort495 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$15.39M

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

411

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.

94.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.08M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+18.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11

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 10 of 15 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931	Recordkeeping	$638
AMERICAN FUNDS2+ years Service code 28 · EIN 95-1411037	Investment Management	$0
BLACKROCK2+ years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663	Investment Management	$0
COHEN & STEERS2+ years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657	Investment Management	$0
DIMENSIONAL FUND ADVISORS2+ years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812	Investment Management	$0
DODGE & COX2+ years Service code 28 · EIN 94-1441976	Investment Management	$0
EAGLEASSET2+ years Service code 28 · EIN 59-3171014	Investment Management	$0
FIDELITY INVESTMENTS INSTITUTIONAL2+ years Filed as: FIDELITY Service code 28 · EIN 04-2647786	Investment Management	$0
OAKMARK2+ years Service code 28 · EIN 04-3276558	Investment Management	$0
OAKMARK1 year Filed as: OAKMARK FUNDS Service code 28	Investment Management	$0

Plan features & details

Pension benefit codes2E2F2G2J2S2T3D

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

3 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$638

$5 / participant

Other / not subdivided$638100.0%

% of EOY assets

0.017%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: SILICON VALLEY ACCOUNTANCY CORP
Auditor EIN: 770573994
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$21,512

$59,328-63.7%

$118,946-81.9%

$73,493-70.7%

Participation rate

92.8%

62.3%+30.5pp

75.4%+17.4pp

70.7%+22.1pp

Annual return

34.33%

19.13%+15.2pp

35.89%-1.6pp

28.51%+5.8pp

Employer contribution / active EE

$1,803-100.0%

$3,263-100.0%

$2,270-100.0%

Participant deferral / active EE

$8,159

$2,604+213.3%

$4,266+91.3%

$3,740+118.2%

Admin fee / account holder

$600-99.4%

$6,581-99.9%

$513-99.3%

Provider

Service type

Compensation

T ROWE PRICE RPS INC2+ years

Filed as: T. ROWE PRICE RPS, INC.

Service code 15 · EIN 52-1309931

Recordkeeping

$638

AMERICAN FUNDS2+ years

Service code 28 · EIN 95-1411037

Investment Management

BLACKROCK2+ years

Filed as: BLACKROCK FUNDS

Service code 28 · EIN 04-6171663

Investment Management

COHEN & STEERS2+ years

Filed as: COHEN & STEERS FUNDS

Service code 28 · EIN 14-1904657

Investment Management

DIMENSIONAL FUND ADVISORS2+ years

Filed as: DIMENSIONAL FUNDS

Service code 28 · EIN 95-4470812

Investment Management

DODGE & COX2+ years

Service code 28 · EIN 94-1441976

Investment Management

EAGLEASSET2+ years

Service code 28 · EIN 59-3171014

Investment Management

FIDELITY INVESTMENTS INSTITUTIONAL2+ years

Filed as: FIDELITY

Service code 28 · EIN 04-2647786

Investment Management

OAKMARK2+ years

Service code 28 · EIN 04-3276558

Investment Management

OAKMARK1 year

Filed as: OAKMARK FUNDS

Service code 28

Investment Management

CULTURE AMP, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CULTURE AMP, INC. 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