Retirement plan

EXABEAM, INC. 401(K) PLAN

Name: EXABEAM, INC. - EXABEAM, INC. 401(K) PLAN (2022) Form 5500
Creator: EXABEAM, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EXABEAM, INC. 401(K) PLAN, EXABEAM, INC.

EXABEAM, INC.EIN 46-2899345Plan #001PY 2022

1051 E HILLSDALE BLVD 4TH FLOOR - FOSTER CITY, CA 94061844-392-2326exabeam.comLinkedIn501-1000 employeescomputer & network security

Prospect flagsLow participationCorrective distributions

How to read this page

Total assets (EOY)

$18.7M

-6.1% from 2021

Total participants

642

+22.5% from 2021

Average account balance

$40,433

-21.1% from 2021

Annual return

-14.50%

-39.18 pp from 2021

Benchmarks

See 3,158 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort3,158 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$25.95M

Not enough data

1 years with asset history on file

Average account balance

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

$83K

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.

312

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.

64.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.09M

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

+15.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$184

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
VOYA RETIREMENT INSURANCE & ANNUITY4 years Service code 15 · EIN 71-0294708	Recordkeeping	$87,374
ABD RETIREMENT SERVICES INC2 years Filed as: ABD RETIREMENT SERVICES, INC. Service code 99 · EIN 80-0833114	Other Fees	$13,429
SAGEVIEW ADVISORY GROUP, LLC1 year Service code 99 · EIN 33-0818667	Other Fees	$5,522

Plan features & details

Pension benefit codes2E2F2G2J3D

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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$87K

$181 / participant

Other / not subdivided$87K100.0%

% of EOY assets

0.468%

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: SENSIBA LLP
Auditor EIN: 942370906
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$40,433

$82,188-50.8%

$125,391-67.8%

$64,824-37.6%

Participation rate

62.7%

77.9%-15.3pp

82.4%-19.7pp

71.5%-8.8pp

Annual return

-14.50%

3.50%-18.0pp

572.41%-586.9pp

32.84%-47.3pp

Employer contribution / active EE

$3,617-100.0%

$4,816-100.0%

$2,507-100.0%

Participant deferral / active EE

$10,683

$7,177+48.8%

$7,448+43.4%

$4,311+147.8%

Admin fee / account holder

$189

$163+15.9%

$10,009-98.1%

$188+0.7%

Provider

Service type

Compensation

VOYA RETIREMENT INSURANCE & ANNUITY4 years

Service code 15 · EIN 71-0294708

Recordkeeping

$87,374

ABD RETIREMENT SERVICES INC2 years

Filed as: ABD RETIREMENT SERVICES, INC.

Service code 99 · EIN 80-0833114

Other Fees

$13,429

SAGEVIEW ADVISORY GROUP, LLC1 year

Service code 99 · EIN 33-0818667

Other Fees

$5,522

EXABEAM, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EXABEAM, 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