Retirement plan

THE RETIREMENT PLAN OF AGILYSYS, INC.

Name: AGILYSYS, INC. - THE RETIREMENT PLAN OF AGILYSYS, INC. (2017) Form 5500
Creator: AGILYSYS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE RETIREMENT PLAN OF AGILYSYS, INC., AGILYSYS, INC.

AGILYSYS, INC.EIN 34-0907152Plan #001PY 2017

1000 WINDWARD CONCOURSE, SUITE 250 - ALPHARETTA, GA 30005770-810-7946agilysys.comLinkedIn1001-5000 employeescomputer software

Prospect flagsCorrective distributions

Top hat statement on fileNQDC

Filed July 18, 2006 (most recent of 2 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$104.6M

+10.9% from 2016

Total participants

1,128

-3.1% from 2016

Average account balance

$94,232

+13.4% from 2016

Annual return

17.28%

+8.68 pp from 2016

Benchmarks

See 1,232 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants250-999

Cohort1,232 peers

Snapshot2017

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Analytics

Total assets (EOY)

Plan-year ending balance

$153.07M

Not enough data

1 years with asset history on file

Average account balance

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

$160K

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.

958

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.

94.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8.67M

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

+16.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$202

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 8 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years Service code 33 · EIN 04-1590850	Securities brokerage; Other investmen...	$209,550
CBIZ RETIREMENT PLAN SERVICES1 year Filed as: CBIZ FINANCIAL SOLUTIONS INC. Service code 27 · EIN 52-1396995	Advisory (Plan)	$77,387
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT LLC Service code 10 · EIN 45-4084437	Accounting	$10,000
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782	Shareholder Servicing	$318
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037	Indirect Investment Fees	$0
GOLDMAN SACHS1 year Service code 52 · EIN 13-5108880	Indirect Investment Fees	$0
PGIM INVESTMENTS1 year Service code 52 · EIN 22-3703799	Indirect Investment Fees	$0
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 23-1999755	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2J2F2G2K2R3D3H2S2T

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$209K

$388 / participant

Investment mgmt$97K46.2%
Contract admin$113K53.8%

% of EOY assets

0.200%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: WARREN AVERETT, LLC
Auditor EIN: 454084437
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$94,232

$71,666+31.5%

$117,854-20.0%

$69,631+35.3%

Participation rate

96.7%

77.5%+19.1pp

79.7%+17.0pp

70.7%+26.0pp

Annual return

17.28%

18.86%-1.6pp

335.08%-317.8pp

27571.02%-27553.7pp

Employer contribution / active EE

$2,930

$1,889+55.1%

$3,786-22.6%

$2,032+44.2%

Participant deferral / active EE

$7,650

$3,340+129.1%

$4,482+70.7%

$3,224+137.3%

Admin fee / account holder

$189

$120+56.8%

$8,020-97.6%

$110+70.9%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years

Service code 33 · EIN 04-1590850

Securities brokerage; Other investmen...

$209,550

CBIZ RETIREMENT PLAN SERVICES1 year

Filed as: CBIZ FINANCIAL SOLUTIONS INC.

Service code 27 · EIN 52-1396995

Advisory (Plan)

$77,387

WARREN AVERETT, LLC1 year

Filed as: WARREN AVERETT LLC

Service code 10 · EIN 45-4084437

Accounting

$10,000

CHARLES SCHWAB & CO., INC.3+ years

Filed as: CHARLES SCHWAB & CO, INC.

Service code 59 · EIN 94-1737782

Shareholder Servicing

$318

AMERICAN FUNDS1 year

Service code 52 · EIN 95-1411037

Indirect Investment Fees

GOLDMAN SACHS1 year

Service code 52 · EIN 13-5108880

Indirect Investment Fees

PGIM INVESTMENTS1 year

Service code 52 · EIN 22-3703799

Indirect Investment Fees

THE VANGUARD GROUP, INC.1 year

Filed as: VANGUARD

Service code 52 · EIN 23-1999755

Indirect Investment Fees

THE RETIREMENT PLAN OF AGILYSYS, INC.

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE RETIREMENT PLAN OF AGILYSYS, INC.

Top hat statement on fileNQDC

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