Retirement plan

PETERSON COMMUNICATIONS GROUP, INC. 401(K) PROFIT SHARING PLAN

Name: PETERSON COMMUNICATIONS GROUP, INC. - PETERSON COMMUNICATIONS GROUP, INC. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: PETERSON COMMUNICATIONS GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PETERSON COMMUNICATIONS GROUP, INC. 401(K) PROFIT SHARING PLAN, PETERSON COMMUNICATIONS GROUP, INC.

PETERSON COMMUNICATIONS GROUP, INC.EIN 57-1173739Plan #001PY 2018

827 ARNOLD DRIVE, SUITE 140 - MARTINEZ, CA 94553925-335-0800petersoncg.comLinkedIn11-50 employeestelecommunications

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$933K

+15.6% from 2017

Total participants

0.0% from 2017

Average account balance

$133,323

+32.1% from 2017

Annual return

10.25%

-5.80 pp from 2017

Benchmarks

See 38,943 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,943 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.53M

Not enough data

1 years with asset history on file

Average account balance

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

$253K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$99K

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

+12.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$20K

$2547 / participant

Other / not subdivided$20K100.0%

% of EOY assets

2.183%

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

$133,323

$97,761+36.4%

$83,850+59.0%

$135,382-1.5%

Participation rate

87.5%

80.0%+7.5pp

76.1%+11.4pp

82.6%+4.9pp

Annual return

10.25%

1287.44%-1277.2pp

850.92%-840.7pp

519.77%-509.5pp

Employer contribution / active EE

$3,644

$4,222-13.7%

$3,631+0.4%

$4,779-23.7%

Participant deferral / active EE

$4,327

$4,682-7.6%

$4,082+6.0%

$5,609-22.9%

Admin fee / account holder

$2,911

$6,674-56.4%

$5,478-46.9%

$10,829-73.1%

PETERSON COMMUNICATIONS GROUP, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PETERSON COMMUNICATIONS GROUP, INC. 401(K) PROFIT SHARING 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