Retirement plan

BAZAARVOICE 401(K) PLAN

Name: BAZAARVOICE, INC. - BAZAARVOICE 401(K) PLAN (2018) Form 5500
Creator: BAZAARVOICE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BAZAARVOICE 401(K) PLAN, BAZAARVOICE, INC.

BAZAARVOICE, INC.EIN 20-2908277Plan #001PY 2018

10901 STONELAKE BLVD - AUSTIN, TX 78759512-551-6000bazaarvoice.comLinkedIn1001-5000 employeescomputer software

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$33.2M

-3.7% from 2017

Total participants

1,303

-8.9% from 2017

Average account balance

$28,600

+3.5% from 2017

Annual return

-5.84%

-29.17 pp from 2017

Benchmarks

See 2,763 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,763 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$98.61M

Not enough data

1 years with asset history on file

Average account balance

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

$70K

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.

1,407

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.

93.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$12.16M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+17.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524	Advisory (Plan)	$10,478
COLLABORATIVE WEALTH MANAGEMENT INC1 year Filed as: COLLABORATIVE SOLUTIONS, LLC Service code 70 11190 SUNRISE VALLEY DRIVE · RESTON, VA 20191	Consulting Fees	$7,560
FIDELITY INVESTMENTS INSTITUTIONAL4+ years Service code 37 · EIN 04-2647786	Loan Processing	$2,619

Plan features & details

Pension benefit codes2E2F2G2J2S2T3D

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$21K

$23 / participant

Investment mgmt$10K50.7%
Other / not subdivided$10K49.3%

% of EOY assets

0.062%

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: HOLTZMAN PARTNERS, LLP
Auditor EIN: 743121060
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$28,600

$75,388-62.1%

$123,549-76.9%

$55,725-48.7%

Participation rate

84.2%

75.7%+8.6pp

82.3%+2.0pp

70.9%+13.4pp

Annual return

-5.84%

4.48%-10.3pp

119.20%-125.0pp

244.93%-250.8pp

Employer contribution / active EE

$759

$3,063-75.2%

$4,628-83.6%

$2,078-63.5%

Participant deferral / active EE

$5,797

$5,651+2.6%

$6,426-9.8%

$3,356+72.7%

Admin fee / account holder

$18

$120-85.1%

$9,284-99.8%

$115-84.6%

Provider

Service type

Compensation

STRATEGIC ADVISORS, INC.3 years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$10,478

COLLABORATIVE WEALTH MANAGEMENT INC1 year

Filed as: COLLABORATIVE SOLUTIONS, LLC

Service code 70

11190 SUNRISE VALLEY DRIVE · RESTON, VA 20191

Consulting Fees

$7,560

FIDELITY INVESTMENTS INSTITUTIONAL4+ years

Service code 37 · EIN 04-2647786

Loan Processing

$2,619

BAZAARVOICE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BAZAARVOICE 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