Retirement plan

BRANCH METRICS RETIREMENT TRUST

Name: BRANCH METRICS, INC. - BRANCH METRICS RETIREMENT TRUST (2024) Form 5500
Creator: BRANCH METRICS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRANCH METRICS RETIREMENT TRUST, BRANCH METRICS, INC.

BRANCH METRICS, INC.dba BRANCH METRICS, INC.EIN 46-2998750Plan #001PY 2024

1975 W EL CAMINO REAL, STE 102 - MOUNTAIN VIEW, CA 94040408-332-0423branch.ioLinkedIn501-1000 employeescomputer software

Prospect flagsLow employer contributionCorrective distributions

How to read this page

Total assets (EOY)

$26.6M

+6.1% from 2023

Total participants

408

-6.4% from 2023

Average account balance

$67,477

+11.5% from 2023

Annual return

20.54%

-8.00 pp from 2023

Benchmarks

See 6,296 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort6,296 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$26.59M

Not enough data

1 years with asset history on file

Average account balance

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

$67K

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.

394

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.

92.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.66M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+20.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$73

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 1 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL7 years Service code 37 · EIN 04-2647786	Loan Processing	$28,596

Plan features & details

Pension benefit codes2F2G2J2S2T3D2E

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.

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$29K

$145 / participant

Recordkeeping$29K100.0%

% of EOY assets

0.108%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ANDERS MINKLER HUBER & HELM LLP
Auditor EIN: 430831507
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$67,477

$101,499-33.5%

$147,005-54.1%

$74,546-9.5%

Participation rate

92.9%

75.5%+17.4pp

82.2%+10.7pp

67.2%+25.7pp

Annual return

20.54%

8732.34%-8711.8pp

418.76%-398.2pp

1366.03%-1345.5pp

Employer contribution / active EE

$3,811-100.0%

$4,934-100.0%

$2,624-100.0%

Participant deferral / active EE

$18,590

$7,304+154.5%

$8,070+130.4%

$4,347+327.6%

Admin fee / account holder

$73

$1,748-95.8%

$13,006-99.4%

$1,944-96.3%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL7 years

Service code 37 · EIN 04-2647786

Loan Processing

$28,596

BRANCH METRICS RETIREMENT TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRANCH METRICS RETIREMENT TRUST

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