Retirement plan

SRI INTERNATIONAL BASIC RETIREMENT PLAN

Name: SRI INTERNATIONAL - SRI INTERNATIONAL BASIC RETIREMENT PLAN (2024) Form 5500
Creator: SRI INTERNATIONAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SRI INTERNATIONAL BASIC RETIREMENT PLAN, SRI INTERNATIONAL

SRI INTERNATIONALEIN 94-1160950Plan #001PY 2024

333 RAVENSWOOD AVE - MENLO PARK, CA 94025650-859-4653

Other plans on this EIN

3 filings

#004Retirement-$787.2M assets #006Retirement-$26.5M assets #005Retirement-$1.5M assets

Prospect flagsLow returnsLow participant contributionFailed to transmit contributions

Top hat statement on fileNQDC

Filed May 8, 2006 (most recent of 2 filings on file)

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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How to read this page

Total assets (EOY)

$887.1M

+4.2% from 2023

Total participants

4,771

-8.4% from 2023

Average account balance

$186,598

+14.2% from 2023

Annual return

10.47%

-3.40 pp from 2023

Benchmarks

See 951 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort951 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$887.09M

Not enough data

1 years with asset history on file

Average account balance

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

$187K

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.

4,754

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.

98.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$11.84M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+10.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$74

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 5 by compensation

Provider	Service type	Compensation
TIAA10+ years Service code 15 · EIN 13-1624203	Recordkeeping	$142,347
CBIZ RETIREMENT PLAN SERVICES1 year Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695	Accounting	$73,028
MULTNOMAH GROUP10+ years Filed as: MULTNOMAH GROUP, INC Service code 27 · EIN 20-0361079	Advisory (Plan)	$64,000
KILPATRICK TOWNSEND3 years Filed as: KILPATRICK TOWNSEND & STOCKTON LLP Service code 29 · EIN 58-0511774	Legal	$42,954
WILLIS TOWERS WATSON US LLC10+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 16 · EIN 53-0181291	Consulting	$30,537

Plan features & details

Pension benefit codes2A2E2F2G2J2K2R2T3F3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

3 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow returns
Annual investment return 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

$353K

$284 / participant

Recordkeeping$139K39.3%
Investment mgmt$64K18.1%
Legal$43K12.2%
Contract admin$4K1.0%
Other / not subdivided$104K29.3%

% of EOY assets

0.040%

all-in expense ratio

Categories reported

4 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: CBIZ CPAS P.C.
Auditor EIN: 431947695
Audit fees: $73,028
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$186,598

$122,186+52.7%

$146,958+27.0%

$199,593-6.5%

Participation rate

98.6%

78.3%+20.3pp

82.2%+16.5pp

72.0%+26.7pp

Annual return

10.47%

30.56%-20.1pp

418.34%-407.9pp

34.25%-23.8pp

Employer contribution / active EE

$7,680

$4,093+87.6%

$4,933+55.7%

$3,034+153.1%

Participant deferral / active EE

$1,848

$8,502-78.3%

$8,070-77.1%

$5,087-63.7%

Admin fee / account holder

$74

$179-58.5%

$12,998-99.4%

$269-72.4%

Provider

Service type

Compensation

TIAA10+ years

Service code 15 · EIN 13-1624203

Recordkeeping

$142,347

CBIZ RETIREMENT PLAN SERVICES1 year

Filed as: CBIZ CPAS P.C.

Service code 10 · EIN 43-1947695

Accounting

$73,028

MULTNOMAH GROUP10+ years

Filed as: MULTNOMAH GROUP, INC

Service code 27 · EIN 20-0361079

Advisory (Plan)

$64,000

KILPATRICK TOWNSEND3 years

Filed as: KILPATRICK TOWNSEND & STOCKTON LLP

Service code 29 · EIN 58-0511774

Legal

$42,954

WILLIS TOWERS WATSON US LLC10+ years

Filed as: TOWERS WATSON DELAWARE INC.

Service code 16 · EIN 53-0181291

Consulting

$30,537

SRI INTERNATIONAL BASIC RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SRI INTERNATIONAL BASIC RETIREMENT 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