Retirement plan

BMC SOFTWARE, INC. SAVINGS AND INVESTMENT PLAN

Name: BMC SOFTWARE, INC. - BMC SOFTWARE, INC. SAVINGS AND INVESTMENT PLAN (2015) Form 5500
Creator: BMC SOFTWARE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BMC SOFTWARE, INC. SAVINGS AND INVESTMENT PLAN, BMC SOFTWARE, INC.

BMC SOFTWARE, INC.EIN 74-2126120Plan #001PY 2015

2103 CITYWEST BLVD - HOUSTON, TX 77042713-918-8800bmc.comLinkedIn5001-10000 employeesinformation technology and services

Prospect flagsCorrective distributions

Top hat statement on fileNQDC

Filed May 5, 2005

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$705.1M

-2.3% from 2016

Total participants

4,099

+5.5% from 2016

Average account balance

$180,142

-7.7% from 2016

Annual return

1.75%

-5.38 pp from 2016

Benchmarks

See 568 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort568 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.35B

Not enough data

1 years with asset history on file

Average account balance

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

$318K

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.

4,243

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.

93.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$48.22M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+18.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$179

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

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Service providers

Top 7 by compensation

Provider	Service type	Compensation
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524	Advisory (Plan)	$137,230
SIMPLYCONNECT1+ years Filed as: SIMPLYCONNECT CONSUL Service code 16 · EIN 27-2424795	Consulting	$94,929
JEFFREY SLOCUM & ASSOCIATES1+ years Filed as: JEFFREY SLOCUM & ASSOCIATES, INC Service code 27 · EIN 41-1567437	Advisory (Plan)	$61,250
MORRIS, MANNING & MARTIN, LLP1+ years Service code 29 · EIN 58-1269995	Legal	$60,888
CURCIO WEBB1+ years Filed as: CURCIO WEBB, LLC Service code 16 · EIN 36-4171366	Consulting	$59,780
FIDELITY INVESTMENTS INSTITUTIONAL1+ years Service code 37 · EIN 04-2647786	Loan Processing	$23,491
HOLTHOUSE CARLIN & VAN TRIGT LLP1+ years Service code 10 · EIN 95-4345526	Accounting	$16,248

Plan features & details

Pension benefit codes2E2F2G2J2K2R2T

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

Opportunity flags

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$474K

$197 / participant

Investment mgmt$137K28.9%
Other / not subdivided$337K71.1%

% of EOY assets

0.067%

all-in expense ratio

Categories reported

1 / 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: HOLTHOUSE CARLIN & VAN TRIGT LLP
Auditor EIN: 954345526
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$180,142

$86,791+107.6%

$115,038+56.6%

$59,188+204.4%

Participation rate

92.3%

72.8%+19.5pp

81.4%+10.9pp

69.4%+22.9pp

Annual return

1.75%

4.44%-2.7pp

26.14%-24.4pp

5.51%-3.8pp

Employer contribution / active EE

$6,105

$2,950+107.0%

$4,608+32.5%

$2,098+191.0%

Participant deferral / active EE

$12,868

$5,298+142.9%

$6,026+113.5%

$3,265+294.1%

Admin fee / account holder

$121

$95+27.6%

$8,175-98.5%

$92+31.4%

Provider

Service type

Compensation

STRATEGIC ADVISORS, INC.1+ years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$137,230

SIMPLYCONNECT1+ years

Filed as: SIMPLYCONNECT CONSUL

Service code 16 · EIN 27-2424795

Consulting

$94,929

JEFFREY SLOCUM & ASSOCIATES1+ years

Filed as: JEFFREY SLOCUM & ASSOCIATES, INC

Service code 27 · EIN 41-1567437

Advisory (Plan)

$61,250

MORRIS, MANNING & MARTIN, LLP1+ years

Service code 29 · EIN 58-1269995

Legal

$60,888

CURCIO WEBB1+ years

Filed as: CURCIO WEBB, LLC

Service code 16 · EIN 36-4171366

Consulting

$59,780

FIDELITY INVESTMENTS INSTITUTIONAL1+ years

Service code 37 · EIN 04-2647786

Loan Processing

$23,491

HOLTHOUSE CARLIN & VAN TRIGT LLP1+ years

Service code 10 · EIN 95-4345526

Accounting

$16,248

BMC SOFTWARE, INC. SAVINGS AND INVESTMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BMC SOFTWARE, INC. SAVINGS AND INVESTMENT PLAN

Top hat statement on fileNQDC

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