Retirement plan

VIANT TECHNOLOGY LLC 401K PLAN

Name: VIANT TECHNOLOGY LLC - VIANT TECHNOLOGY LLC 401K PLAN (2020) Form 5500
Creator: VIANT TECHNOLOGY LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VIANT TECHNOLOGY LLC 401K PLAN, VIANT TECHNOLOGY LLC

VIANT TECHNOLOGY LLCEIN 81-1358701Plan #001PY 2020

2722 MICHELSON DRIVE, SUITE 100 - IRVINE, CA 92612949-861-8888viantinc.comLinkedIn201-500 employeesmarketing and advertising

Prospect flagsLow employer contributionFailed to transmit contributions

How to read this page

Total assets (EOY)

$25.3M

+24.1% from 2019

Total participants

445

-12.7% from 2019

Average account balance

$69,010

+24.4% from 2019

Annual return

20.13%

-4.82 pp from 2019

Benchmarks

See 2,819 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,819 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$42.17M

Not enough data

1 years with asset history on file

Average account balance

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

$89K

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.

472

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.

75.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.10M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+18.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$144

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 4 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL2+ years Service code 37 · EIN 04-2647786	Loan Processing	$28,661
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524	Advisory (Plan)	$1,071
FIDELITY INVESTMENTS INSTITUTIONAL2+ years Filed as: FIDELITY INVESTMENTS INSITUTIONAL Service code 60	Sub-TA Fees	$0
FIDELITY INVESTMENTS INSTITUTIONAL2+ years Filed as: FIDELITY INVESTMENTS INSTITUTIONALF Service code 60	Sub-TA Fees	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$30K

$104 / participant

Contract admin$30K100.0%

% of EOY assets

0.117%

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: WRIGHT FORD YOUNG & CO.
Auditor EIN: 953288054
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$69,010

$100,801-31.5%

$149,745-53.9%

$73,412-6.0%

Participation rate

72.6%

77.7%-5.1pp

82.5%-9.9pp

72.2%+0.5pp

Annual return

20.13%

265.34%-245.2pp

276.72%-256.6pp

59.30%-39.2pp

Employer contribution / active EE

$3,312-100.0%

$4,646-100.0%

$2,234-100.0%

Participant deferral / active EE

$8,456

$6,404+32.0%

$6,843+23.6%

$3,806+122.2%

Admin fee / account holder

$81

$181-55.2%

$9,312-99.1%

$158-48.7%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL2+ years

Service code 37 · EIN 04-2647786

Loan Processing

$28,661

STRATEGIC ADVISORS, INC.2+ years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$1,071

FIDELITY INVESTMENTS INSTITUTIONAL2+ years

Filed as: FIDELITY INVESTMENTS INSITUTIONAL

Service code 60

Sub-TA Fees

FIDELITY INVESTMENTS INSTITUTIONAL2+ years

Filed as: FIDELITY INVESTMENTS INSTITUTIONALF

Service code 60

Sub-TA Fees

VIANT TECHNOLOGY LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VIANT TECHNOLOGY LLC 401K 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