Retirement plan

JMA MEDIA SOLUTIONS 401(K) PLAN

Name: JMA MEDIA SOLUTIONS, LLC - JMA MEDIA SOLUTIONS 401(K) PLAN (2023) Form 5500
Creator: JMA MEDIA SOLUTIONS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JMA MEDIA SOLUTIONS 401(K) PLAN, JMA MEDIA SOLUTIONS, LLC

JMA MEDIA SOLUTIONS, LLCEIN 83-1814486Plan #001PY 2023

95 MT. READ BLVD, SUITE 106 - ROCHESTER, NY 14611585-362-8111jmamediasolutions.comLinkedIn1-10 employeeslogistics and supply chain

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$225K

+79.9% from 2022

Total participants

+25.0% from 2022

Average account balance

$45,035

+43.9% from 2022

Annual return

15.74%

+26.80 pp from 2022

Benchmarks

See 8,683 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,683 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$351K

Not enough data

1 years with asset history on file

Average account balance

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

$44K

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

$100K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+11.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$139

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$10K

$2069 / participant

Other / not subdivided$10K100.0%

% of EOY assets

4.595%

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

$45,035

$118,496-62.0%

$98,461-54.3%

$139,466-67.7%

Participation rate

100.0%

77.5%+22.5pp

75.2%+24.8pp

80.3%+19.7pp

Annual return

15.74%

18.96%-3.2pp

21.17%-5.4pp

373.66%-357.9pp

Employer contribution / active EE

$5,832

$3,611+61.5%

$3,049+91.3%

$4,754+22.7%

Participant deferral / active EE

$12,162

$5,393+125.5%

$4,738+156.7%

$6,712+81.2%

Admin fee / account holder

$2,069

$14,056-85.3%

$8,961-76.9%

$11,409-81.9%

JMA MEDIA SOLUTIONS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JMA MEDIA SOLUTIONS 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