Retirement plan

MERIBEAR PRODUCTIONS, INC. 401(K) PLAN AND TRUST

Name: MERIBEAR PRODUCTIONS, INC. - MERIBEAR PRODUCTIONS, INC. 401(K) PLAN AND TRUST (2019) Form 5500
Creator: MERIBEAR PRODUCTIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MERIBEAR PRODUCTIONS, INC. 401(K) PLAN AND TRUST, MERIBEAR PRODUCTIONS, INC.

MERIBEAR PRODUCTIONS, INC.EIN 95-3611147Plan #001PY 2019

4100 ARDMORE AVENUE - SOUTHGATE, CA 902803246310-204-5353LinkedIn11-50 employees

Prospect flagsLow participationLow assets / participantLow participant contributionCorrective distributions

How to read this page

Total assets (EOY)

$2.1M

+94.8% from 2018

Total participants

211

+25.6% from 2018

Average account balance

$13,217

+93.6% from 2018

Annual return

25.20%

+39.10 pp from 2018

Benchmarks

See 5,552 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,552 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.12M

Not enough data

1 years with asset history on file

Average account balance

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

$27K

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.

226

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.

65.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$785K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+10.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$95

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
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping	$20,814
THE RYDING COMPANY2 years Service code 99 · EIN 95-3497679 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361	Other Fees	$2,281
IRON-CO-FID-COMPREHENSIVE1 year Filed as: IRON CO FID INDEX COMPREHENSIVE Service code 16 · EIN 26-2409128 630 DUNDEE ROAD, SUITE 200 · NORTHBROOK, IL 60062	Consulting	$1,123
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 16 4211 S. 102ND STREET · OMAHA, NE 68127	Consulting	$132
W & R INSURANCE AGENCY2 years Service code 16 3600 LAMAR AVENUE · SHAWNEE MISSION, KS 662019217	Consulting	$0
LPL FINANCIAL2 years Filed as: WADDELL & REED, INC. Service code 16 6300 LAMAR AVENUE · SHAWNEE MISSION, KS 662019217	Consulting	$0

Plan features & details

Pension benefit codes2A2E2F2G2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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

4 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$23K

$134 / participant

Investment mgmt$23K100.0%

% of EOY assets

1.120%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MELONI HRIBAL TRATNER LLP
Auditor EIN: 954649521
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$13,217

$89,652-85.3%

$141,191-90.6%

$65,185-79.7%

Participation rate

68.0%

74.7%-6.7pp

82.5%-14.5pp

70.2%-2.2pp

Annual return

25.20%

32.79%-7.6pp

71.41%-46.2pp

29.38%-4.2pp

Employer contribution / active EE

$3,219

$3,065+5.0%

$4,736-32.0%

$2,177+47.9%

Participant deferral / active EE

$1,356

$5,691-76.2%

$6,710-79.8%

$3,514-61.4%

Admin fee / account holder

$148

$569-74.0%

$10,264-98.6%

$847-82.5%

Provider

Service type

Compensation

NATIONWIDE2 years

Service code 15

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping

$20,814

THE RYDING COMPANY2 years

Service code 99 · EIN 95-3497679

2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361

Other Fees

$2,281

IRON-CO-FID-COMPREHENSIVE1 year

Filed as: IRON CO FID INDEX COMPREHENSIVE

Service code 16 · EIN 26-2409128

630 DUNDEE ROAD, SUITE 200 · NORTHBROOK, IL 60062

Consulting

$1,123

TD AMERITRADE, INC.1 year

Filed as: TD AMERITRADE

Service code 16

4211 S. 102ND STREET · OMAHA, NE 68127

Consulting

$132

W & R INSURANCE AGENCY2 years

Service code 16

3600 LAMAR AVENUE · SHAWNEE MISSION, KS 662019217

Consulting

LPL FINANCIAL2 years

Filed as: WADDELL & REED, INC.

Service code 16

6300 LAMAR AVENUE · SHAWNEE MISSION, KS 662019217

Consulting

MERIBEAR PRODUCTIONS, INC. 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MERIBEAR PRODUCTIONS, INC. 401(K) PLAN AND TRUST

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