Retirement plan

INTERTRUST TECHNOLOGIES CORPORATION 401(K) SAVINGS PLAN

Name: INTERTRUST TECHNOLOGIES CORPORATION - INTERTRUST TECHNOLOGIES CORPORATION 401(K) SAVINGS PLAN (2015) Form 5500
Creator: INTERTRUST TECHNOLOGIES CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTERTRUST TECHNOLOGIES CORPORATION 401(K) SAVINGS PLAN, INTERTRUST TECHNOLOGIES CORPORATION

INTERTRUST TECHNOLOGIES CORPORATIONEIN 52-1672106Plan #001PY 2015

920 STEWART DRIVE - SUNNYVALE, CA 94085408-616-1600

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$11.9M

No prior year

Total participants

138

No prior year

Average account balance

$97,099

No prior year

Annual return

-0.96%

No prior year

Benchmarks

See 22,773 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort22,773 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$23.00M

Not enough data

1 years with asset history on file

Average account balance

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

$215K

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.

107

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.

97.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$981K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+12.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$563

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
PRUDENTIAL RETIREMENT INSURANCE AND1+ years Service code 13 · EIN 06-1050034	Contract Administrator	$1,830

Plan features & details

Pension benefit codes3D2J2F2G2E2T

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

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$22 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.015%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: SILICON VALLEY ACCOUNTANCY
Auditor EIN: 770573994
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$97,099

$72,177+34.5%

$115,038-15.6%

$59,633+62.8%

Participation rate

82.1%

72.6%+9.6pp

81.4%+0.8pp

68.7%+13.5pp

Annual return

-0.96%

12.02%-13.0pp

26.14%-27.1pp

2041.45%-2042.4pp

Employer contribution / active EE

$2,841-100.0%

$4,608-100.0%

$2,203-100.0%

Participant deferral / active EE

$15,166

$4,783+217.1%

$6,026+151.7%

$3,192+375.2%

Admin fee / account holder

$15

$4,927-99.7%

$8,175-99.8%

$4,297-99.7%

Provider

Service type

Compensation

PRUDENTIAL RETIREMENT INSURANCE AND1+ years

Service code 13 · EIN 06-1050034

Contract Administrator

$1,830

INTERTRUST TECHNOLOGIES CORPORATION 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTERTRUST TECHNOLOGIES CORPORATION 401(K) SAVINGS 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