Retirement plan

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

Name: ENANTA PHARMACEUTICALS, INC. - ENANTA PHARMACEUTICALS, INC. 401(K) PROFIT SHARING PLAN & TRUST (2016) 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 2016

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$11.9M

+19.7% from 2015

Total participants

103

+21.2% from 2015

Average account balance

$120,626

-2.1% from 2015

Annual return

8.06%

+6.54 pp from 2015

Benchmarks

See 6,045 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort6,045 peers

Snapshot2016

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

$334K

$4030 / participant

Other / not subdivided$334K100.0%

% of EOY assets

2.801%

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

$120,626

$58,828+105.0%

$78,002+54.6%

$62,881+91.8%

Participation rate

95.2%

71.1%+24.1pp

75.5%+19.7pp

69.3%+25.9pp

Annual return

8.06%

17.16%-9.1pp

425.99%-417.9pp

20.14%-12.1pp

Employer contribution / active EE

$5,535

$1,672+231.1%

$2,470+124.1%

$2,281+142.7%

Participant deferral / active EE

$12,447

$2,686+363.5%

$3,497+255.9%

$3,203+288.6%

Admin fee / account holder

$3,378

$4,393-23.1%

$5,481-38.4%

$4,296-21.4%

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