Retirement plan

AMYRIS, INC. 401(K) PLAN

Name: AMYRIS, INC. - AMYRIS, INC. 401(K) PLAN (2016) Form 5500
Creator: AMYRIS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMYRIS, INC. 401(K) PLAN, AMYRIS, INC.

AMYRIS, INC.EIN 55-0856151Plan #001PY 2016

5885 HOLLIS ST., SUITE 100 - EMERYVILLE, CA 94608510-450-0761amyris.comLinkedIn501-1000 employeesbiotechnology

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$22.4M

+11.7% from 2015

Total participants

361

-1.6% from 2015

Average account balance

$70,594

+10.3% from 2015

Annual return

9.92%

+8.51 pp from 2015

Benchmarks

See 1,948 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,948 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$98.65M

Not enough data

1 years with asset history on file

Average account balance

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

$106K

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.

927

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.

93.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7.62M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$31K

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

+16.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$-35

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
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318	Accounting	$9,168
GLOBAL RETIREMENT PARTNERS LLC1 year Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118	Consulting	$8,500
FIDELITY INVESTMENTS INSTITUTIONAL2+ years Service code 37 · EIN 04-2647786	Loan Processing	$725

Plan features & details

Pension benefit codes2F2G2J2T3D

Plan features

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$18K

$78 / participant

Other / not subdivided$18K100.0%

% of EOY assets

0.082%

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: MOSS ADAMS, LLP
Auditor EIN: 910189318
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$70,594

$56,640+24.6%

$78,002-9.5%

$55,167+28.0%

Participation rate

81.9%

73.3%+8.5pp

75.5%+6.3pp

69.0%+12.9pp

Annual return

9.92%

2868.48%-2858.6pp

425.99%-416.1pp

169.23%-159.3pp

Employer contribution / active EE

$1,984

$1,724+15.1%

$2,470-19.7%

$1,963+1.1%

Participant deferral / active EE

$9,976

$2,778+259.1%

$3,497+185.3%

$3,054+226.6%

Admin fee / account holder

$58

$467-87.6%

$5,481-98.9%

$504-88.5%

Provider

Service type

Compensation

MOSS ADAMS LLP1 year

Service code 10 · EIN 91-0189318

Accounting

$9,168

GLOBAL RETIREMENT PARTNERS LLC1 year

Filed as: GLOBAL RETIREMENT PARTNERS, LLC

Service code 16 · EIN 47-1411118

Consulting

$8,500

FIDELITY INVESTMENTS INSTITUTIONAL2+ years

Service code 37 · EIN 04-2647786

Loan Processing

$725

AMYRIS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMYRIS, 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