Retirement plan

THE ANIMATION GUILD 401(K) PLAN

Name: THE ANIMATION GUILD, LOCAL 839 - THE ANIMATION GUILD 401(K) PLAN (2023) Form 5500
Creator: THE ANIMATION GUILD, LOCAL 839
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE ANIMATION GUILD 401(K) PLAN, THE ANIMATION GUILD, LOCAL 839

THE ANIMATION GUILD, LOCAL 839EIN 95-1715755Plan #001PY 2023

1105 N. HOLLYWOOD WAY - BURBANK, CA 91505818-845-7500animationguild.orgLinkedIn1-10 employeesanimation

Prospect flagsLow returnsFailed to transmit contributionsCorrective distributions

How to read this page

Total assets (EOY)

$583.9M

-10.1% from 2016

Total participants

4,806

+16.0% from 2016

Average account balance

$124,660

-5.7% from 2016

Annual return

17.43%

-9.36 pp from 2016

Benchmarks

See 175 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants1,000-4,999

Cohort175 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$658.72M

Not enough data

1 years with asset history on file

Average account balance

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

$137K

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.

4,791

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.

97.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$28.47M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+12.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$89

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

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Service providers

Top 6 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930	Recordkeeping	$240,597
MMA SECURITIES LLC3 years Filed as: MARSH & MCLENNAN AGENCY LLC Service code 23 · EIN 36-1436000	Insurance services	$47,525
SAGEVIEW ADVISORY GROUP, LLC1 year Filed as: SAGEVIEW ADVISORY GRP LLC Service code 27 · EIN 33-0818667	Advisory (Plan)	$43,500
CBIZ RETIREMENT PLAN SERVICES1 year Filed as: CBIZ RETIREMENT PLAN SVCS INC Service code 27 · EIN 31-1582098	Advisory (Plan)	$31,350
MILLER KAPLAN ARASE LLP5 years Service code 10 · EIN 95-2036255	Accounting	$19,500
MITCHELL & TITUS, LLP7 years Filed as: MITCHELL SILBERBERG & KNUPP LLP Service code 10 · EIN 95-1883538	Accounting	$15,888

Plan features & details

Pension benefit codes2E2F2G2J2K2T

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

3 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$395K

$87 / participant

Other / not subdivided$395K100.0%

% of EOY assets

0.068%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MILLER KAPLAN ARASE LLP
Auditor EIN: 952036255
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$124,660

$103,918+20.0%

$94,677+31.7%

$80,187+55.5%

Participation rate

97.3%

85.8%+11.5pp

80.8%+16.5pp

72.9%+24.4pp

Annual return

17.43%

27.77%-10.3pp

156.95%-139.5pp

40.40%-23.0pp

Employer contribution / active EE

$3,539-100.0%

$3,673-100.0%

$2,980-100.0%

Participant deferral / active EE

$6,629

$9,528-30.4%

$7,418-10.6%

$5,016+32.2%

Admin fee / account holder

$84

$96-12.5%

$7,222-98.8%

$145-41.8%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.9+ years

Service code 15 · EIN 23-1945930

Recordkeeping

$240,597

MMA SECURITIES LLC3 years

Filed as: MARSH & MCLENNAN AGENCY LLC

Service code 23 · EIN 36-1436000

Insurance services

$47,525

SAGEVIEW ADVISORY GROUP, LLC1 year

Filed as: SAGEVIEW ADVISORY GRP LLC

Service code 27 · EIN 33-0818667

Advisory (Plan)

$43,500

CBIZ RETIREMENT PLAN SERVICES1 year

Filed as: CBIZ RETIREMENT PLAN SVCS INC

Service code 27 · EIN 31-1582098

Advisory (Plan)

$31,350

MILLER KAPLAN ARASE LLP5 years

Service code 10 · EIN 95-2036255

Accounting

$19,500

MITCHELL & TITUS, LLP7 years

Filed as: MITCHELL SILBERBERG & KNUPP LLP

Service code 10 · EIN 95-1883538

Accounting

$15,888

THE ANIMATION GUILD 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE ANIMATION GUILD 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