Retirement plan

INDIJ PUBLIC MEDIA-DBA INDIAN COUNTRY TODAY 401(K) PLAN

Name: INDIJ PUBLIC MEDIA-DBA INDIAN COUNTRY TODAY - INDIJ PUBLIC MEDIA-DBA INDIAN COUNTRY TODAY 401(K) PLAN (2024) Form 5500
Creator: INDIJ PUBLIC MEDIA-DBA INDIAN COUNTRY TODAY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INDIJ PUBLIC MEDIA-DBA INDIAN COUNTRY TODAY 401(K) PLAN, INDIJ PUBLIC MEDIA-DBA INDIAN COUNTRY TODAY

INDIJ PUBLIC MEDIA-DBA INDIAN COUNTRY TODAYEIN 86-2229607Plan #001PY 2024

PO BOX 929 - PHOENIX, AZ 85001608-469-7856

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$858K

+39.8% from 2023

Total participants

-11.1% from 2023

Average account balance

$35,758

+51.5% from 2023

Annual return

57.22%

+29.82 pp from 2023

Benchmarks

See 3,221 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort3,221 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$858K

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

88.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$271K

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

+57.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16058

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 codes2E2F2G2J2T3D

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.
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.

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

$385K

$14273 / participant

Other / not subdivided$385K100.0%

% of EOY assets

44.906%

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

$35,758

$77,472-53.8%

$100,415-64.4%

$80,959-55.8%

Participation rate

70.4%

76.9%-6.6pp

81.5%-11.1pp

67.7%+2.7pp

Annual return

57.22%

37.26%+20.0pp

49.47%+7.7pp

35.67%+21.5pp

Employer contribution / active EE

$2,659

$2,800-5.1%

$3,943-32.6%

$2,757-3.6%

Participant deferral / active EE

$7,373

$6,818+8.1%

$8,091-8.9%

$4,300+71.4%

Admin fee / account holder

$16,058

$5,885+172.9%

$7,906+103.1%

$6,925+131.9%

INDIJ PUBLIC MEDIA-DBA INDIAN COUNTRY TODAY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INDIJ PUBLIC MEDIA-DBA INDIAN COUNTRY TODAY 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