Retirement plan

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

Name: ENANTA PHARMACEUTICALS, INC. - ENANTA PHARMACEUTICALS, INC. 401(K) PROFIT SHARING PLAN & TRUST (2021) 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 2021

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

Prospect flagsFailed to provide benefitCorrective distributions

How to read this page

Total assets (EOY)

$38M

+23.9% from 2020

Total participants

216

+11.3% from 2020

Average account balance

$177,748

+9.4% from 2020

Annual return

17.15%

-4.35 pp from 2020

Benchmarks

See 1,879 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,879 peers

Snapshot2021

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 2 by compensation

Provider	Service type	Compensation
KESTRA INVESTMENT SERVICES LLC3 years Service code 55 · EIN 35-2552359	Other Commissions	$6,616
FIDELITY INVESTMENTS INSTITUTIONAL4 years Service code 37 · EIN 04-2647786	Loan Processing	$4,168

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

2 tripped

ComplianceFailed to provide benefit
Form 5500 reported that benefits due were not provided when due.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$4K

$27 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.011%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$177,748

$79,438+123.8%

$106,555+66.8%

$79,391+123.9%

Participation rate

98.7%

74.2%+24.5pp

76.1%+22.5pp

70.7%+28.0pp

Annual return

17.15%

18.27%-1.1pp

26.80%-9.7pp

116.88%-99.7pp

Employer contribution / active EE

$8,219

$2,235+267.8%

$2,819+191.5%

$2,428+238.5%

Participant deferral / active EE

$15,199

$3,824+297.5%

$4,399+245.5%

$4,046+275.7%

Admin fee / account holder

$19

$523-96.3%

$7,408-99.7%

$627-96.9%

Provider

Service type

Compensation

KESTRA INVESTMENT SERVICES LLC3 years

Service code 55 · EIN 35-2552359

Other Commissions

$6,616

FIDELITY INVESTMENTS INSTITUTIONAL4 years

Service code 37 · EIN 04-2647786

Loan Processing

$4,168

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