Retirement plan

WME IMG PROFIT SHARING & 401(K) PLAN

Name: WILLIAM MORRIS ENTERTAINMENT, LLC - WME IMG PROFIT SHARING & 401(K) PLAN (2016) Form 5500
Creator: WILLIAM MORRIS ENTERTAINMENT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WME IMG PROFIT SHARING & 401(K) PLAN, WILLIAM MORRIS ENTERTAINMENT, LLC

WILLIAM MORRIS ENTERTAINMENT, LLCEIN 80-0967078Plan #001PY 2016

9601 WILSHIRE BLVD. - BEVERLY HILLS, CA 90210310-859-4000

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$324M

-19.1% from 2017

Total participants

4,401

-10.2% from 2017

Average account balance

$73,608

-10.0% from 2017

Annual return

10.08%

-11.11 pp from 2017

Benchmarks

See 664 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort664 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$637.99M

Not enough data

1 years with asset history on file

Average account balance

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

$108K

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.

5,916

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.

94.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$49.13M

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

+10.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$78

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
PRUDENTIAL RETIREMENT INSURANCE AND1+ years Service code 13 · EIN 06-1050034	Contract Administrator	$397,123
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 04-3046611	Advisory (Plan)	$50,000
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: VALTRUM RETIREMENT PLAN CONSULTING Service code 56 · EIN 68-0279977	Non-monetary compensation	$0

Plan features & details

Pension benefit codes2E2A2F2R2T2S

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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).
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$364K

$106 / participant

Other / not subdivided$364K100.0%

% of EOY assets

0.112%

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: MEADEN & MOORE
Auditor EIN: 341818258
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$73,608

$85,635-14.0%

$123,894-40.6%

$63,975+15.1%

Participation rate

100.0%

74.9%+25.1pp

81.4%+18.6pp

71.1%+28.9pp

Annual return

10.08%

15.74%-5.7pp

47.52%-37.4pp

48.65%-38.6pp

Employer contribution / active EE

$2,402

$3,076-21.9%

$4,617-48.0%

$2,182+10.1%

Participant deferral / active EE

$5,191

$5,667-8.4%

$5,984-13.2%

$3,356+54.7%

Admin fee / account holder

$83

$75+10.3%

$8,357-99.0%

$70+17.3%

Provider

Service type

Compensation

PRUDENTIAL RETIREMENT INSURANCE AND1+ years

Service code 13 · EIN 06-1050034

Contract Administrator

$397,123

LPL FINANCIAL1+ years

Filed as: LPL FINANCIAL, LLC

Service code 27 · EIN 04-3046611

Advisory (Plan)

$50,000

EPIC RETIREMENT PLAN SERVICES1+ years

Filed as: VALTRUM RETIREMENT PLAN CONSULTING

Service code 56 · EIN 68-0279977

Non-monetary compensation

WME IMG PROFIT SHARING & 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WME IMG PROFIT SHARING & 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