Retirement plan

MARRONE BIO INNOVATIONS, INC. 401(K) PLAN

Name: MARRONE BIO INNOVATIONS, INC. - MARRONE BIO INNOVATIONS, INC. 401(K) PLAN (2019) Form 5500
Creator: MARRONE BIO INNOVATIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARRONE BIO INNOVATIONS, INC. 401(K) PLAN, MARRONE BIO INNOVATIONS, INC.

MARRONE BIO INNOVATIONS, INC.EIN 20-5137161Plan #001PY 2019

1540 DREW AVE - DAVIS, CA 95618530-750-2800

Prospect flagsLow participationFailed to transmit contributions

How to read this page

Total assets (EOY)

$10M

+33.1% from 2018

Total participants

196

-0.5% from 2018

Average account balance

$67,745

+28.6% from 2018

Annual return

27.68%

+32.90 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

$15.16M

Not enough data

1 years with asset history on file

Average account balance

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

$83K

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.

182

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.

62.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.61M

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

+15.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$295

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 2 by compensation

Provider	Service type	Compensation
ABD RETIREMENT SERVICES INC2 years Service code 27 · EIN 80-0833114	Advisory (Plan)	$21,844
FIDELITY INVESTMENTS INSTITUTIONAL3 years Service code 37 · EIN 04-2647786	Loan Processing	$20,161

Plan features & details

Pension benefit codes2F2G2J2T3D2E

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$42K

$300 / participant

Other / not subdivided$42K100.0%

% of EOY assets

0.419%

all-in expense ratio

Categories reported

0 / 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: MOSS ADAMS LLP
Auditor EIN: 910189318
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$67,745

$89,652-24.4%

$141,191-52.0%

$65,185+3.9%

Participation rate

65.7%

74.7%-9.0pp

82.5%-16.8pp

70.2%-4.5pp

Annual return

27.68%

32.79%-5.1pp

71.41%-43.7pp

29.38%-1.7pp

Employer contribution / active EE

$2,675

$3,065-12.7%

$4,736-43.5%

$2,177+22.9%

Participant deferral / active EE

$6,783

$5,691+19.2%

$6,710+1.1%

$3,514+93.0%

Admin fee / account holder

$284

$569-50.1%

$10,264-97.2%

$847-66.5%

Provider

Service type

Compensation

ABD RETIREMENT SERVICES INC2 years

Service code 27 · EIN 80-0833114

Advisory (Plan)

$21,844

FIDELITY INVESTMENTS INSTITUTIONAL3 years

Service code 37 · EIN 04-2647786

Loan Processing

$20,161

MARRONE BIO INNOVATIONS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MARRONE BIO INNOVATIONS, INC. 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