Retirement plan

STAR CITY GAMES 401K PLAN

Name: STAR CITY COMICS & GAMES INC - STAR CITY GAMES 401K PLAN (2017) Form 5500
Creator: STAR CITY COMICS & GAMES INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STAR CITY GAMES 401K PLAN, STAR CITY COMICS & GAMES INC

STAR CITY COMICS & GAMES INCEIN 54-2005003Plan #001PY 2017

5728 WILLIAMSON ROAD NW - ROANOKE, VA 240121240540-767-4263

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$2.3M

+41.9% from 2016

Total participants

118

-2.5% from 2016

Average account balance

$25,374

+46.6% from 2016

Annual return

26.28%

+19.83 pp from 2016

Benchmarks

See 2,040 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort2,040 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.70M

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.

128

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.

74.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$342K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+15.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$38

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 3 by compensation

Provider	Service type	Compensation
EPIC RETIREMENT PLAN SERVICES1 year Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 13 P O BOX 638749 · CINCINNATTI, OH 452638749	Contract Administrator	$750
UNITED RETIREMENT INC1 year Service code 13 545 METRO PLACE SUITE 240 · DUBLIN, OH 430175310	Contract Administrator	$375
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071	Recordkeeping Fees	$225

Plan features & details

Pension benefit codes2E2G2J2K3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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: CAMPBELL & LINEBERRY, PC
Auditor EIN: 260662283
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$25,374

$56,110-54.8%

$94,993-73.3%

$70,124-63.8%

Participation rate

70.7%

65.0%+5.7pp

73.9%-3.2pp

69.5%+1.1pp

Annual return

26.28%

51.02%-24.7pp

27.14%-0.9pp

73.14%-46.9pp

Employer contribution / active EE

$1,324

$1,442-8.2%

$2,603-49.1%

$2,342-43.5%

Participant deferral / active EE

$1,924

$2,391-19.6%

$3,317-42.0%

$3,332-42.3%

Admin fee / account holder

$3,456-100.0%

$4,960-100.0%

$4,645-100.0%

Provider

Service type

Compensation

EPIC RETIREMENT PLAN SERVICES1 year

Filed as: UNITED RETIREMENT PLAN CONSULTANTS

Service code 13

P O BOX 638749 · CINCINNATTI, OH 452638749

Contract Administrator

$750

UNITED RETIREMENT INC1 year

Service code 13

545 METRO PLACE SUITE 240 · DUBLIN, OH 430175310

Contract Administrator

$375

AMERICAN FUNDS1 year

Filed as: CAPITAL RESEARCH AND MANAGEMENT CO

Service code 64

333 SOUTH HOPE STREET · LOS ANGELES, CA 90071

Recordkeeping Fees

$225

STAR CITY GAMES 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

STAR CITY GAMES 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion