Retirement plan

VANTAGE DATA CENTERS 401(K) PLAN

Name: VANTAGE DATA CENTERS MANAGEMENT COMPANY, LLC - VANTAGE DATA CENTERS 401(K) PLAN (2018) Form 5500
Creator: VANTAGE DATA CENTERS MANAGEMENT COMPANY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VANTAGE DATA CENTERS 401(K) PLAN, VANTAGE DATA CENTERS MANAGEMENT COMPANY, LLC

VANTAGE DATA CENTERS MANAGEMENT COMPANY, LLCEIN 27-2332975Plan #001PY 2018

2820 NORTHWESTERN PARKWAY - SANTA CLARA, CA 95051408-748-9830LinkedIn51-200 employees

Prospect flagsHigh feesRecently reached 100 employees

How to read this page

Total assets (EOY)

$4.3M

+28.0% from 2017

Total participants

110

+35.8% from 2017

Average account balance

$42,220

-1.1% from 2017

Annual return

7.15%

-28.36 pp from 2017

Benchmarks

See 3,521 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort3,521 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$43.31M

Not enough data

1 years with asset history on file

Average account balance

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

$59K

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.

733

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.

91.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$9.89M

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

+29.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19

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 codes2E2F2G2J2T3D

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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$635K

$6899 / participant

Other / not subdivided$635K100.0%

% of EOY assets

14.885%

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

$42,220

$56,484-25.3%

$169,452-75.1%

$64,173-34.2%

Participation rate

90.2%

64.5%+25.7pp

77.8%+12.4pp

69.6%+20.6pp

Annual return

7.15%

-1.55%+8.7pp

1.83%+5.3pp

7.63%-0.5pp

Employer contribution / active EE

$4,849

$1,832+164.6%

$4,157+16.6%

$2,381+103.7%

Participant deferral / active EE

$9,572

$3,448+177.6%

$5,277+81.4%

$3,470+175.9%

Admin fee / account holder

$6,284

$4,174+50.6%

$9,110-31.0%

$4,887+28.6%

VANTAGE DATA CENTERS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VANTAGE DATA CENTERS 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