Retirement plan

STEMCELL TECHNOLOGIES, INC. 401(K) PLAN

Name: STEMCELL TECHNOLOGIES HOLDINGS US INC. - STEMCELL TECHNOLOGIES, INC. 401(K) PLAN (2020) Form 5500
Creator: STEMCELL TECHNOLOGIES HOLDINGS US INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STEMCELL TECHNOLOGIES, INC. 401(K) PLAN, STEMCELL TECHNOLOGIES HOLDINGS US INC.

STEMCELL TECHNOLOGIES HOLDINGS US INC.EIN 32-0557741Plan #001PY 2020

6425 S. 216TH STREET - KENT, WA 98032800-667-0322

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$6M

+37.5% from 2019

Total participants

159

+3.9% from 2019

Average account balance

$44,811

+11.0% from 2019

Annual return

21.69%

-10.53 pp from 2019

Benchmarks

See 5,591 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,591 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.90M

Not enough data

1 years with asset history on file

Average account balance

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

$80K

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.

236

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.

98.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.30M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+17.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931	Recordkeeping	$580
FIDELITY INVESTMENTS INSTITUTIONAL1 year Filed as: FIDELITY Service code 28 · EIN 04-2647786	Investment Management	$0
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS, INC Service code 15	Recordkeeping	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H2S

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$580

$4 / participant

Other / not subdivided$580100.0%

% of EOY assets

0.010%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MOSS ADAMS
Auditor EIN: 910189318
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$44,811

$99,957-55.2%

$149,745-70.1%

$73,497-39.0%

Participation rate

81.4%

75.7%+5.7pp

82.5%-1.1pp

70.7%+10.7pp

Annual return

21.69%

53.87%-32.2pp

276.72%-255.0pp

28.51%-6.8pp

Employer contribution / active EE

$3,224

$3,191+1.0%

$4,646-30.6%

$2,270+42.0%

Participant deferral / active EE

$7,561

$6,073+24.5%

$6,843+10.5%

$3,740+102.2%

Admin fee / account holder

$551-99.2%

$9,312-100.0%

$513-99.2%

Provider

Service type

Compensation

T ROWE PRICE RPS INC1 year

Filed as: T. ROWE PRICE RPS, INC.

Service code 15 · EIN 52-1309931

Recordkeeping

$580

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Filed as: FIDELITY

Service code 28 · EIN 04-2647786

Investment Management

T ROWE PRICE RPS INC1 year

Filed as: T ROWE PRICE RPS, INC

Service code 15

Recordkeeping

STEMCELL TECHNOLOGIES, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STEMCELL TECHNOLOGIES, 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