Retirement plan

VECTOR CAPITAL MANAGEMENT, L.P. 401K PROFIT SHARING PLAN

Name: VECTOR CAPITAL MANAGEMENT, L.P. - VECTOR CAPITAL MANAGEMENT, L.P. 401K PROFIT SHARING PLAN (2015) Form 5500
Creator: VECTOR CAPITAL MANAGEMENT, L.P.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VECTOR CAPITAL MANAGEMENT, L.P. 401K PROFIT SHARING PLAN, VECTOR CAPITAL MANAGEMENT, L.P.

VECTOR CAPITAL MANAGEMENT, L.P.EIN 94-3311525Plan #001PY 2015

ONE MARKET STREET, STEUART TOWER, 23RD FLOOR - SAN FRANCISCO, CA 94105415-293-5044LinkedIn51-200 employeesventure capital & private equity

Other plans on this EIN

1 filing

#002Retirement-$2.9M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.2M

No prior year

Total participants

No prior year

Average account balance

$78,519

No prior year

Annual return

2.18%

No prior year

Benchmarks

See 3,280 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort3,280 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.54M

Not enough data

1 years with asset history on file

Average account balance

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

$191K

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.

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.

155.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.15M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+19.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6047

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2H2J2R3D

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$994K

$20715 / participant

Other / not subdivided$994K100.0%

% of EOY assets

19.187%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$78,519

$39,798+97.3%

$67,704+16.0%

$59,633+31.7%

Participation rate

89.6%

57.4%+32.2pp

67.5%+22.1pp

68.7%+20.9pp

Annual return

2.18%

89.94%-87.8pp

25.41%-23.2pp

2041.45%-2039.3pp

Employer contribution / active EE

$5,688

$1,393+308.3%

$2,559+122.2%

$2,203+158.2%

Participant deferral / active EE

$12,614

$2,335+440.2%

$3,585+251.8%

$3,192+295.2%

Admin fee / account holder

$15,065

$3,212+369.1%

$4,255+254.1%

$4,297+250.6%

VECTOR CAPITAL MANAGEMENT, L.P. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VECTOR CAPITAL MANAGEMENT, L.P. 401K PROFIT SHARING 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