Retirement plan

NGM BIOPHARMACEUTICALS 401(K) PLAN

Name: NGM BIOPHARMACEUTICALS, INC. - NGM BIOPHARMACEUTICALS 401(K) PLAN (2015) Form 5500
Creator: NGM BIOPHARMACEUTICALS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NGM BIOPHARMACEUTICALS 401(K) PLAN, NGM BIOPHARMACEUTICALS, INC.

NGM BIOPHARMACEUTICALS, INC.EIN 26-1679911Plan #001PY 2015

333 OYSTER POINT BLVD. - SOUTH SAN FRANCISCO, CA 94080650-243-5555ngmbio.comLinkedIn51-200 employeesbiotechnology

Other plans on this EIN

1 filing

#002Retirement-$697K assets

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$6.3M

No prior year

Total participants

127

No prior year

Average account balance

$59,842

No prior year

Annual return

9.88%

No prior year

Benchmarks

See 4,662 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort4,662 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$43.28M

Not enough data

1 years with asset history on file

Average account balance

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

$156K

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.

277

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.

90.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.57M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+20.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17

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

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 codes2F2G2J2T3D

Plan features

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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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

$132K

$1187 / participant

Other / not subdivided$132K100.0%

% of EOY assets

2.098%

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

$59,842

$70,002-14.5%

$115,037-48.0%

$52,331+14.4%

Participation rate

80.2%

72.1%+8.1pp

81.4%-1.2pp

68.1%+12.1pp

Annual return

9.88%

4.04%+5.8pp

26.14%-16.3pp

4.54%+5.3pp

Employer contribution / active EE

$2,715-99.8%

$4,608-99.9%

$1,882-99.7%

Participant deferral / active EE

$10,005

$4,920+103.4%

$6,026+66.0%

$3,022+231.1%

Admin fee / account holder

$1,255

$566+121.8%

$8,175-84.6%

$592+112.2%

NGM BIOPHARMACEUTICALS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NGM BIOPHARMACEUTICALS 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