Retirement plan

ENTERPRISEDB CORPORATION 401(K) PLAN

Name: ENTERPRISEDB CORPORATION - ENTERPRISEDB CORPORATION 401(K) PLAN (2016) Form 5500
Creator: ENTERPRISEDB CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ENTERPRISEDB CORPORATION 401(K) PLAN, ENTERPRISEDB CORPORATION

ENTERPRISEDB CORPORATIONEIN 20-2273432Plan #001PY 2016

34 CROSBY DRIVE, SUITE 201 - BEDFORD, MA 01730781-357-3209

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$4M

+48.3% from 2015

Total participants

111

+3.7% from 2015

Average account balance

$47,312

+20.4% from 2015

Annual return

33.23%

+14.26 pp from 2015

Benchmarks

See 2,877 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort2,877 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$26.87M

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

479

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.

89.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.86M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+24.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$61

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 codes2F2G2J2T3D2E

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

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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

$434K

$4873 / participant

Other / not subdivided$434K100.0%

% of EOY assets

10.785%

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

$47,312

$56,277-15.9%

$80,976-41.6%

$62,891-24.8%

Participation rate

70.8%

69.0%+1.8pp

75.8%-5.0pp

69.3%+1.5pp

Annual return

33.23%

22.12%+11.1pp

17.10%+16.1pp

20.14%+13.1pp

Employer contribution / active EE

$1,943-100.0%

$3,714-100.0%

$2,281-100.0%

Participant deferral / active EE

$9,454

$4,195+125.4%

$5,696+66.0%

$3,203+195.2%

Admin fee / account holder

$5,103

$3,741+36.4%

$5,516-7.5%

$4,296+18.8%

ENTERPRISEDB CORPORATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ENTERPRISEDB CORPORATION 401(K) PLAN

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