Retirement plan

ENTERPRISE ANALYSIS CORPORATIO 401(K) PROFIT SHARING PLAN & TRUST

Name: ENTERPRISE ANALYSIS CORPORATIO - ENTERPRISE ANALYSIS CORPORATIO 401(K) PROFIT SHARING PLAN & TRUST (2019) Form 5500
Creator: ENTERPRISE ANALYSIS CORPORATIO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ENTERPRISE ANALYSIS CORPORATIO 401(K) PROFIT SHARING PLAN & TRUST, ENTERPRISE ANALYSIS CORPORATIO

ENTERPRISE ANALYSIS CORPORATIOEIN 06-1206473Plan #001PY 2019

2777 SUMMER ST FL 3 - STAMFORD, CT 06905203-348-7001

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.3M

+37.6% from 2018

Total participants

0.0% from 2018

Average account balance

$78,083

+45.7% from 2018

Annual return

23.97%

+29.90 pp from 2018

Benchmarks

See 35,133 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,133 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.62M

Not enough data

1 years with asset history on file

Average account balance

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

$148K

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.

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.

137.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$46K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+10.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3195

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

0 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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$6K

$382 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.431%

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

$78,083

$103,000-24.2%

$90,300-13.5%

$152,885-48.9%

Participation rate

80.0%

75.9%+4.1pp

73.3%+6.7pp

82.5%-2.5pp

Annual return

23.97%

95.19%-71.2pp

78.11%-54.1pp

345.39%-321.4pp

Employer contribution / active EE

$690

$3,138-78.0%

$2,854-75.8%

$4,763-85.5%

Participant deferral / active EE

$8,187

$4,281+91.2%

$3,884+110.8%

$5,851+39.9%

Admin fee / account holder

$337

$6,173-94.5%

$5,353-93.7%

$11,598-97.1%

ENTERPRISE ANALYSIS CORPORATIO 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ENTERPRISE ANALYSIS CORPORATIO 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