Retirement plan

ON TARGET MARKETING 401(K) PLAN

Name: ON TARGET MARKETING - ON TARGET MARKETING 401(K) PLAN (2017) Form 5500
Creator: ON TARGET MARKETING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ON TARGET MARKETING 401(K) PLAN, ON TARGET MARKETING

ON TARGET MARKETINGEIN 77-0275466Plan #001PY 2017

429 GROGAN AVENUE - MERCED, CA 95340209-723-1165otmonline.comLinkedIn1-10 employeesmarketing and advertising

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$564K

+37.9% from 2016

Total participants

+26.7% from 2016

Average account balance

$33,180

+21.7% from 2016

Annual return

16.08%

+8.94 pp from 2016

Benchmarks

See 114,324 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,324 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.79M

Not enough data

1 years with asset history on file

Average account balance

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

$69K

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.

123.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$239K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+12.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2232

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 codes2E2G2J2R

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.

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

$6K

$307 / participant

Other / not subdivided$6K100.0%

% of EOY assets

1.033%

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

$33,180

$150,447-77.9%

$136,298-75.7%

$147,586-77.5%

Participation rate

89.5%

84.4%+5.1pp

81.9%+7.6pp

82.8%+6.6pp

Annual return

16.08%

1049.15%-1033.1pp

5156.27%-5140.2pp

578.59%-562.5pp

Employer contribution / active EE

$1,486

$5,256-71.7%

$4,696-68.3%

$4,876-69.5%

Participant deferral / active EE

$3,513

$6,631-47.0%

$6,247-43.8%

$5,439-35.4%

Admin fee / account holder

$343

$10,906-96.9%

$9,244-96.3%

$10,886-96.9%

ON TARGET MARKETING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ON TARGET MARKETING 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