Retirement plan

BLOOMREACH, INC. 401(K) PLAN & TRUST

Name: BLOOMREACH, INC. - BLOOMREACH, INC. 401(K) PLAN & TRUST (2016) Form 5500
Creator: BLOOMREACH, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLOOMREACH, INC. 401(K) PLAN & TRUST, BLOOMREACH, INC.

BLOOMREACH, INC.EIN 26-4237993Plan #001PY 2016

82 PIONEER WAY - MOUNTAIN VIEW, CA 94041888-263-3917bloomreach.comLinkedIn501-1000 employeescomputer software

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$6.1M

+31.5% from 2015

Total participants

243

+6.6% from 2015

Average account balance

$28,734

+20.9% from 2015

Annual return

11.25%

+4.47 pp from 2015

Benchmarks

See 837 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants100-249

Cohort837 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$23.83M

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

362

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.

95.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.64M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+17.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$233

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
GREAT-WEST LIFE & ANNUITY INSURANCE2+ years Filed as: GREAT-WEST LIFE ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$17,904
ABD RETIREMENT SERVICES INC1 year Filed as: ABD RETIREMENT SERVICES, INC. Service code 27 · EIN 27-0673528 450 SANSOME STREET, SUITE 300 · SAN FRANCISCO, CA 94111	Advisory (Plan)	$13,478
FARMER & BETTS2+ years Service code 13 · EIN 94-3322438 6050 20TH STREET, EAST · TACOMA, WA 98424	Contract Administrator	$8,891

Plan features & details

Pension benefit codes2E2F2G2J2K3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$21K

$131 / participant

Other / not subdivided$21K100.0%

% of EOY assets

0.353%

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: ABBOTT, STRINGHAM & LYNCH
Auditor EIN: 770051130
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$28,734

$51,244-43.9%

$80,977-64.5%

$55,167-47.9%

Participation rate

80.4%

71.7%+8.7pp

75.8%+4.6pp

69.0%+11.4pp

Annual return

11.25%

17.39%-6.1pp

17.11%-5.9pp

169.23%-158.0pp

Employer contribution / active EE

$929

$1,770-47.5%

$3,715-75.0%

$1,963-52.7%

Participant deferral / active EE

$9,892

$4,418+123.9%

$5,696+73.7%

$3,054+223.9%

Admin fee / account holder

$101

$398-74.5%

$5,517-98.2%

$504-79.9%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE2+ years

Filed as: GREAT-WEST LIFE ANNUITY INSURANCE

Service code 64 · EIN 84-0467907

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$17,904

ABD RETIREMENT SERVICES INC1 year

Filed as: ABD RETIREMENT SERVICES, INC.

Service code 27 · EIN 27-0673528

450 SANSOME STREET, SUITE 300 · SAN FRANCISCO, CA 94111

Advisory (Plan)

$13,478

FARMER & BETTS2+ years

Service code 13 · EIN 94-3322438

6050 20TH STREET, EAST · TACOMA, WA 98424

Contract Administrator

$8,891

BLOOMREACH, INC. 401(K) PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BLOOMREACH, INC. 401(K) PLAN & 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