Retirement plan

VANTAGE DATA CENTERS 401(K) PLAN

Name: VANTAGE DATA CENTERS MANAGEMENT COMPANY, LLC - VANTAGE DATA CENTERS 401(K) PLAN (2019) 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 2019

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$7.5M

+76.1% from 2018

Total participants

144

+30.9% from 2018

Average account balance

$55,629

+31.8% from 2018

Annual return

35.57%

+28.43 pp from 2018

Benchmarks

See 991 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants100-249

Cohort991 peers

Snapshot2019

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

1 tripped

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

$430K

$3498 / participant

Other / not subdivided$430K100.0%

% of EOY assets

5.729%

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

$55,629

$56,918-2.3%

$182,531-69.5%

$65,185-14.7%

Participation rate

92.7%

66.5%+26.2pp

78.0%+14.7pp

70.2%+22.5pp

Annual return

35.57%

27.67%+7.9pp

148.57%-113.0pp

29.38%+6.2pp

Employer contribution / active EE

$6,935

$1,615+329.5%

$4,075+70.2%

$2,177+218.6%

Participant deferral / active EE

$10,593

$3,526+200.4%

$5,525+91.7%

$3,514+201.5%

Admin fee / account holder

$3,187

$531+500.0%

$8,593-62.9%

$847+276.2%

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