Retirement plan

ENANTA PHARMACEUTICALS, INC. 401(K) PROFIT SHARING PLAN & TRUST

Name: ENANTA PHARMACEUTICALS, INC. - ENANTA PHARMACEUTICALS, INC. 401(K) PROFIT SHARING PLAN & TRUST (2015) Form 5500
Creator: ENANTA PHARMACEUTICALS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ENANTA PHARMACEUTICALS, INC. 401(K) PROFIT SHARING PLAN & TRUST, ENANTA PHARMACEUTICALS, INC.

ENANTA PHARMACEUTICALS, INC.EIN 04-3205099Plan #001PY 2015

500 ARSENAL STREET - WATERTOWN, MA 02472617-607-0741enanta.comLinkedIn51-200 employeesbiotechnology

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$10M

No prior year

Total participants

No prior year

Average account balance

$123,205

No prior year

Annual return

1.52%

No prior year

Benchmarks

See 5,562 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,562 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$50.19M

Not enough data

1 years with asset history on file

Average account balance

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

$219K

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.

229

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.37M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$33K

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

+16.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$60

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

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 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

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

$297K

$4309 / participant

Other / not subdivided$297K100.0%

% of EOY assets

2.979%

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

$123,205

$54,380+126.6%

$68,509+79.8%

$59,633+106.6%

Participation rate

94.2%

70.2%+24.0pp

74.7%+19.5pp

68.7%+25.5pp

Annual return

1.52%

2.83%-1.3pp

8.27%-6.8pp

2041.45%-2039.9pp

Employer contribution / active EE

$4,985

$1,539+224.0%

$2,278+118.8%

$2,203+126.3%

Participant deferral / active EE

$13,856

$2,643+424.2%

$3,382+309.7%

$3,192+334.1%

Admin fee / account holder

$3,670

$3,885-5.5%

$5,275-30.4%

$4,297-14.6%

ENANTA PHARMACEUTICALS, INC. 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ENANTA PHARMACEUTICALS, INC. 401(K) PROFIT SHARING PLAN & TRUST

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