PlanOptica
Retirement plan

ENTERPRISE RETIREMENT PLAN

ENTERPRISE PRODUCTS COMPANYEIN 74-1675622Plan #004PY 2015
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1100 LOUISIANA ST, 10TH FLOOR - HOUSTON, TX 77002713-381-6500enterpriseproducts.comLinkedIn5001-10000 employeesoil & energy
Other plans on this EIN
1 filing
#003Retirement-$1.06B assets
Prospect flagsLow returnsLow assets / participantLow participant contribution

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(713) 381-6500
Plan administrator signer
KAREN TAYLOR
Signed 10/14/2016
How to read this page

Summary metrics

Total assets (EOY)
$11.8M
+82.2% from 2016
Total participants
1,198
+126.9% from 2016
Average account balance
$9,831
-19.7% from 2016
Annual return
-49.56%
+13.76 pp from 2016

Benchmarks

See 232 peers
Peer group
Industry48 - Transportation and Warehousing
Plan typeDefined contribution
Participants1,000-4,999
Cohort232 peers
Snapshot2015
Participant deferral / active EE
$0
median $1,934
Employer contribution / active EE
$3,757
median $917
Participation rate
100.0%
median 75.4%
Avg account balance
$9,831
median $34,534
Admin fee / account holder
$0
median $37
Annual return
-49.56%
median 0.26%
Overall peer rank
45th percentileavg across 6 metrics

Analytics

2015 - 2017
Total assets (EOY)
Plan-year ending balance
$0
Average account balance
Total assets / participants with a balance (line 6g)
$12K
Not enough data
2 years with per-participant data
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
528
Not enough data
2 years with headcount on file
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
100.0%
Not enough data
2 years with eligibility data
Contributions (total)
Employer and participant dollars contributed each year
$664K
Contributions per participant
Average employer and participant contribution per enrolled participant
$5K
Not enough data
2 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
-108.50%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
Not enough data
2 years with F_SCH_H allocation on file

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 codes2A2E2F2G2R2T3F3H
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.
  • 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.

  • OpportunityLow assets / participant

    Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II
Admin total
$365
$0 / participant
  • Other / not subdivided$365100.0%
% of EOY assets
0.003%
all-in expense ratio
Categories reported
0 / 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
HARPER & PEARSON COMPANY, P.C.
Auditor EIN
741695589
Audit fees
(not subdivided)
Opinion code
Disclaimer