Retirement plan

JSMT MEDIA 401(K) PLAN

Name: JSMT MEDIA - JSMT MEDIA 401(K) PLAN (2023) Form 5500
Creator: JSMT MEDIA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JSMT MEDIA 401(K) PLAN, JSMT MEDIA

JSMT MEDIAEIN 47-2329293Plan #001PY 2023

92 WEST FRONT ST - KEYPORT, NJ 07735908-461-1291jsmtmedia.comLinkedIn1-10 employeesmarketing and advertising

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$181K

+133.8% from 2022

Total participants

-6.7% from 2022

Average account balance

$16,488

+155.0% from 2022

Annual return

35.89%

+35.89 pp from 2022

Benchmarks

See 11,274 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort11,274 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$311K

Not enough data

1 years with asset history on file

Average account balance

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

$26K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$94K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+19.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$105

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 codes2G2F2J3D2T

Plan features

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

1 tripped

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

$8K

$642 / participant

Other / not subdivided$8K100.0%

% of EOY assets

4.246%

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

$16,488

$105,158-84.3%

$94,672-82.6%

$139,487-88.2%

Participation rate

75.0%

82.4%-7.4pp

80.8%-5.8pp

80.3%-5.3pp

Annual return

35.89%

38.11%-2.2pp

156.89%-121.0pp

373.84%-338.0pp

Employer contribution / active EE

$1,953

$4,107-52.4%

$3,673-46.8%

$4,755-58.9%

Participant deferral / active EE

$4,938

$7,599-35.0%

$7,417-33.4%

$6,713-26.4%

Admin fee / account holder

$700

$8,972-92.2%

$7,222-90.3%

$11,407-93.9%

JSMT MEDIA 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JSMT 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