Retirement plan

MARTIN ADVERTISING, INC. 401(K) PROFIT SHARING PLAN

Name: MARTIN ADVERTISING, INC. - MARTIN ADVERTISING, INC. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: MARTIN ADVERTISING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARTIN ADVERTISING, INC. 401(K) PROFIT SHARING PLAN, MARTIN ADVERTISING, INC.

MARTIN ADVERTISING, INC.EIN 63-0723859Plan #003PY 2016

2801 UNIVERSITY BLVD., SUITE 200 - BIRMINGHAM, AL 35233205-930-9200martinadvertising.comLinkedIn1-10 employeesmarketing and advertising

Prospect flagsLow returnsFailed to transmit contributions

How to read this page

Total assets (EOY)

$5.3M

No prior year

Total participants

131

No prior year

Average account balance

$40,181

No prior year

Annual return

0.90%

No prior year

Benchmarks

See 5,032 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,032 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.10M

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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.

159

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

$115K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+9.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$83

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

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 codes2E2F2G2J3D

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.
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.
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

$12K

$105 / participant

Contract admin$12K100.0%

% of EOY assets

0.227%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

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: TILL, HESTER, EYER & BROWN, P.C.
Auditor EIN: 630936973
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$40,181

$75,183-46.6%

$123,894-67.6%

$55,167-27.2%

Participation rate

100.0%

72.8%+27.2pp

81.4%+18.6pp

69.0%+31.0pp

Annual return

0.90%

19.01%-18.1pp

47.52%-46.6pp

169.23%-168.3pp

Employer contribution / active EE

$1,985

$2,823-29.7%

$4,617-57.0%

$1,963+1.2%

Participant deferral / active EE

$3,155

$5,084-37.9%

$5,984-47.3%

$3,054+3.3%

Admin fee / account holder

$91

$663-86.2%

$8,357-98.9%

$504-81.9%

MARTIN ADVERTISING, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MARTIN ADVERTISING, 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