Retirement plan

ACADEMY OF TELEVISION ARTS AND SCIENCES 401(K) SAVINGS PLAN

Name: ACADEMY OF TELEVISION ARTS & SCIENCES - ACADEMY OF TELEVISION ARTS AND SCIENCES 401(K) SAVINGS PLAN (2019) Form 5500
Creator: ACADEMY OF TELEVISION ARTS & SCIENCES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ACADEMY OF TELEVISION ARTS AND SCIENCES 401(K) SAVINGS PLAN, ACADEMY OF TELEVISION ARTS & SCIENCES

ACADEMY OF TELEVISION ARTS & SCIENCESEIN 95-3130853Plan #002PY 2019

5220 LANKERSHIM BOULEVARD - NORTH HOLLYWOOD, CA 916013109818-754-2800emmys.comLinkedIn51-200 employeesentertainment

Other plans on this EIN

1 filing

#001Retirement-$13.2M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.4M

+30.8% from 2018

Total participants

+2.6% from 2018

Average account balance

$64,007

-3.8% from 2018

Annual return

19.79%

+29.68 pp from 2018

Benchmarks

See 2,672 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort2,672 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.52M

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.

108.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$746K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+12.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3123

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 codes2E2F2G2J3D

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

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

$125K

$1835 / participant

Other / not subdivided$125K100.0%

% of EOY assets

2.867%

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

$64,007

$48,570+31.8%

$130,660-51.0%

$72,976-12.3%

Participation rate

83.8%

58.6%+25.3pp

71.7%+12.1pp

69.5%+14.3pp

Annual return

19.79%

38.63%-18.8pp

1709.29%-1689.5pp

81.02%-61.2pp

Employer contribution / active EE

$1,334-100.0%

$4,092-100.0%

$2,440-100.0%

Participant deferral / active EE

$6,508

$2,384+173.0%

$3,603+80.6%

$3,608+80.4%

Admin fee / account holder

$1,835

$3,549-48.3%

$5,463-66.4%

$5,124-64.2%

ACADEMY OF TELEVISION ARTS AND SCIENCES 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ACADEMY OF TELEVISION ARTS AND SCIENCES 401(K) SAVINGS 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