Retirement plan

WASSERMAN MEDIA GROUP 401(K) PLAN

Name: WASSERMAN MEDIA GROUP, LLC - WASSERMAN MEDIA GROUP 401(K) PLAN (2015) Form 5500
Creator: WASSERMAN MEDIA GROUP, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WASSERMAN MEDIA GROUP 401(K) PLAN, WASSERMAN MEDIA GROUP, LLC

WASSERMAN MEDIA GROUP, LLCEIN 72-1559402Plan #001PY 2015

10960 WILSHIRE BLVD., SUITE 2200 - LOS ANGELES, CA 90024310-407-0200wmgllc.comLinkedIn501-1000 employeesindividual & family services

Other plans on this EIN

1 filing

#002Retirement-$152K assets

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$10.7M

No prior year

Total participants

478

No prior year

Average account balance

$25,996

No prior year

Annual return

-0.45%

No prior year

Benchmarks

See 2,331 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,331 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$107.68M

Not enough data

1 years with asset history on file

Average account balance

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

$59K

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.

1,839

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.

94.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$14.90M

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

+27.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$137

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 5 by compensation

Provider	Service type	Compensation
NATIONAL FINANCIAL SERVICES1+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 60 · EIN 04-3523567	Sub-TA Fees	$56,693
RAYMOND JAMES FINANCIAL SERVICES1+ years Service code 61 · EIN 59-1517485	Finders' fees / placement fees	$25,300
FIDELITY INVESTMENTS INSTITUTIONAL1+ years Filed as: FIDELITY INVESTMENTS INST OPERATION Service code 37 · EIN 04-2647786	Loan Processing	$181
JOHN HANCOCK LIFE INSURANCE COMPANY1+ years Service code 15 · EIN 01-0233346	Recordkeeping	$76
FIDELITY INVESTMENTS INSTITUTIONAL1+ years Filed as: FIDELITY INVESTMENT INST OPERATION Service code 60	Sub-TA Fees	$0

Plan features & details

Pension benefit codes2E2F2G2J2S2T3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1K

$3 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.011%

all-in expense ratio

Categories reported

0 / 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: BDO USA, LLP
Auditor EIN: 135381590
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$25,996

$88,324-70.6%

$115,038-77.4%

$55,191-52.9%

Participation rate

81.8%

72.5%+9.3pp

81.4%+0.5pp

69.2%+12.7pp

Annual return

-0.45%

6.30%-6.7pp

26.14%-26.6pp

10.78%-11.2pp

Employer contribution / active EE

$2,805-100.0%

$4,608-100.0%

$1,899-100.0%

Participant deferral / active EE

$4,811

$5,042-4.6%

$6,026-20.2%

$3,046+57.9%

Admin fee / account holder

$105-97.4%

$8,175-100.0%

$91-97.0%

Provider

Service type

Compensation

NATIONAL FINANCIAL SERVICES1+ years

Filed as: NATIONAL FINANCIAL SERVICES LLC

Service code 60 · EIN 04-3523567

Sub-TA Fees

$56,693

RAYMOND JAMES FINANCIAL SERVICES1+ years

Service code 61 · EIN 59-1517485

Finders' fees / placement fees

$25,300

FIDELITY INVESTMENTS INSTITUTIONAL1+ years

Filed as: FIDELITY INVESTMENTS INST OPERATION

Service code 37 · EIN 04-2647786

Loan Processing

$181

JOHN HANCOCK LIFE INSURANCE COMPANY1+ years

Service code 15 · EIN 01-0233346

Recordkeeping

$76

FIDELITY INVESTMENTS INSTITUTIONAL1+ years

Filed as: FIDELITY INVESTMENT INST OPERATION

Service code 60

Sub-TA Fees

WASSERMAN MEDIA GROUP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WASSERMAN MEDIA GROUP 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