Retirement plan

AMYRIS, INC. 401(K) PLAN

Name: AMYRIS, INC. - AMYRIS, INC. 401(K) PLAN (2020) 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 2020

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)

$58.5M

+36.0% from 2019

Total participants

679

+9.0% from 2019

Average account balance

$91,963

+25.5% from 2019

Annual return

24.89%

-3.45 pp from 2019

Benchmarks

See 1,160 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort1,160 peers

Snapshot2020

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 2 by compensation

Provider	Service type	Compensation
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS, LLP Service code 16 · EIN 91-0189318	Consulting	$16,861
FIDELITY INVESTMENTS INSTITUTIONAL6+ years Service code 37 · EIN 04-2647786	Loan Processing	$1,025

Plan features & details

Pension benefit codes2G2J2T3D2F

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

$38 / participant

Investment mgmt$4012.2%
Other / not subdivided$18K97.8%

% of EOY assets

0.031%

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$91,963

$85,135+8.0%

$98,920-7.0%

$73,412+25.3%

Participation rate

91.0%

81.1%+9.8pp

76.0%+14.9pp

72.2%+18.8pp

Annual return

24.89%

19.14%+5.8pp

196.47%-171.6pp

59.30%-34.4pp

Employer contribution / active EE

$3,548

$2,721+30.4%

$2,689+31.9%

$2,234+58.8%

Participant deferral / active EE

$11,670

$4,349+168.3%

$4,245+174.9%

$3,806+206.6%

Admin fee / account holder

$29

$139-79.4%

$6,643-99.6%

$158-81.8%

Provider

Service type

Compensation

MOSS ADAMS LLP1 year

Filed as: MOSS ADAMS, LLP

Service code 16 · EIN 91-0189318

Consulting

$16,861

FIDELITY INVESTMENTS INSTITUTIONAL6+ years

Service code 37 · EIN 04-2647786

Loan Processing

$1,025

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