Retirement plan

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

Name: ENANTA PHARMACEUTICALS, INC. - ENANTA PHARMACEUTICALS, INC. 401(K) PROFIT SHARING PLAN & TRUST (2018) 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 2018

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$17.1M

+8.0% from 2017

Total participants

148

+22.3% from 2017

Average account balance

$120,642

-11.0% from 2017

Annual return

-6.67%

-25.72 pp from 2017

Benchmarks

See 1,975 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,975 peers

Snapshot2018

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

Top 1 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL1 year Service code 37 · EIN 04-2647786	Loan Processing	$150

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$150

$1 / participant

Other / not subdivided$150100.0%

% of EOY assets

0.001%

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: JOHNSON O'CONNOR FERON&CARUCCI LLP
Auditor EIN: 203985546
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$120,642

$58,093+107.7%

$80,022+50.8%

$56,289+114.3%

Participation rate

94.8%

73.6%+21.2pp

75.8%+19.0pp

69.9%+25.0pp

Annual return

-6.67%

34.63%-41.3pp

11.22%-17.9pp

-9.96%+3.3pp

Employer contribution / active EE

$6,726

$1,933+248.0%

$2,468+172.5%

$2,111+218.6%

Participant deferral / active EE

$13,446

$3,136+328.8%

$3,686+264.8%

$3,350+301.4%

Admin fee / account holder

$623-99.8%

$6,521-100.0%

$521-99.8%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Service code 37 · EIN 04-2647786

Loan Processing

$150

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