Retirement plan

PING IDENTITY CORPORATION 401(K) PLAN

Name: PING IDENTITY CORPORATION - PING IDENTITY CORPORATION 401(K) PLAN (2017) Form 5500
Creator: PING IDENTITY CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PING IDENTITY CORPORATION 401(K) PLAN, PING IDENTITY CORPORATION

PING IDENTITY CORPORATIONEIN 84-1610456Plan #001PY 2017

1001 17TH STREET, SUITE 100 - DENVER, CO 80202303-468-2863pingidentity.comLinkedIn1001-5000 employeescomputer software

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$27.7M

+80.4% from 2016

Total participants

456

+34.5% from 2016

Average account balance

$69,660

+31.0% from 2016

Annual return

60.98%

+50.00 pp from 2016

Benchmarks

See 512 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants250-999

Cohort512 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$172.48M

Not enough data

1 years with asset history on file

Average account balance

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

$108K

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.

1,596

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.

96.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$21.61M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+59.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$57

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
FIDELITY INVESTMENTS INSTITUTIONAL3+ years Service code 37 · EIN 04-2647786	Loan Processing	$3,355

Plan features & details

Pension benefit codes2F2G2J2T3D2R

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.
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.
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

$7K

$20 / participant

Investment mgmt$4K55.6%
Other / not subdivided$3K44.4%

% of EOY assets

0.026%

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$69,660

$65,592+6.2%

$90,161-22.7%

$69,6310%

Participation rate

84.2%

77.6%+6.6pp

76.9%+7.3pp

70.7%+13.5pp

Annual return

60.98%

57.10%+3.9pp

34.89%+26.1pp

27571.02%-27510.0pp

Employer contribution / active EE

$4,178

$2,193+90.5%

$3,318+25.9%

$2,032+105.6%

Participant deferral / active EE

$9,767

$5,257+85.8%

$5,287+84.7%

$3,224+203.0%

Admin fee / account holder

$18

$86-78.9%

$5,943-99.7%

$110-83.6%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL3+ years

Service code 37 · EIN 04-2647786

Loan Processing

$3,355

PING IDENTITY CORPORATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PING IDENTITY CORPORATION 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