Retirement plan

M2 MEDIA GROUP, LLC 401(K)P/S PLAN

Name: M2 MEDIA GROUP, LLC - M2 MEDIA GROUP, LLC 401(K)P/S PLAN (2017) Form 5500
Creator: M2 MEDIA GROUP, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, M2 MEDIA GROUP, LLC 401(K)P/S PLAN, M2 MEDIA GROUP, LLC

M2 MEDIA GROUP, LLCEIN 87-0730943Plan #001PY 2017

5 HIGH RIDGE PARK, 2ND FLOOR - STAMFORD, CT 069051326203-658-0808m2mediagroup.comLinkedIn11-50 employeesmarketing and advertising

Other plans on this EIN

1 filing

#002Retirement-$24K assets

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2.9M

+35.0% from 2016

Total participants

0.0% from 2016

Average account balance

$47,254

+35.0% from 2016

Annual return

17.55%

+8.84 pp from 2016

Benchmarks

See 25,068 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,068 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.92M

Not enough data

1 years with asset history on file

Average account balance

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

$80K

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.

207.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$615K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+14.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19623

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 codes2E2J2F2G3D

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.
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

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

$26K

$629 / participant

Other / not subdivided$26K100.0%

% of EOY assets

0.895%

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

$47,254

$85,766-44.9%

$136,297-65.3%

$70,124-32.6%

Participation rate

100.0%

74.2%+25.8pp

81.9%+18.1pp

69.5%+30.5pp

Annual return

17.55%

31.45%-13.9pp

5156.19%-5138.6pp

73.14%-55.6pp

Employer contribution / active EE

$5,065

$2,966+70.8%

$4,696+7.9%

$2,342+116.2%

Participant deferral / active EE

$4,651

$5,051-7.9%

$6,247-25.6%

$3,332+39.6%

Admin fee / account holder

$423

$5,420-92.2%

$9,244-95.4%

$4,645-90.9%

M2 MEDIA GROUP, LLC 401(K)P/S PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

M2 MEDIA GROUP, LLC 401(K)P/S 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