Retirement plan

ENTEGRAL SOLUTIONS 401K PLAN

Name: E3 ENTEGRAL SOLUTIONS, INC. - ENTEGRAL SOLUTIONS 401K PLAN (2017) Form 5500
Creator: E3 ENTEGRAL SOLUTIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ENTEGRAL SOLUTIONS 401K PLAN, E3 ENTEGRAL SOLUTIONS, INC.

E3 ENTEGRAL SOLUTIONS, INC.EIN 45-5413409Plan #001PY 2017

2040 HIGHLAND VILLAGE RD., STE 100 - HIGHLAND VILLAGE, TX 75077972-325-1919e3es.comLinkedIn51-200 employeesconstruction

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2M

+47.6% from 2016

Total participants

+5.4% from 2016

Average account balance

$52,327

+36.3% from 2016

Annual return

18.40%

-19.00 pp from 2016

Benchmarks

See 538 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants25-99

Cohort538 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.02M

Not enough data

1 years with asset history on file

Average account balance

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

$138K

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.

101.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$865K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+13.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4518

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

$58K

$1873 / participant

Other / not subdivided$58K100.0%

% of EOY assets

2.845%

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

$52,327

$75,963-31.1%

$97,995-46.6%

$70,126-25.4%

Participation rate

100.0%

77.0%+23.0pp

82.4%+17.6pp

69.5%+30.5pp

Annual return

18.40%

19.26%-0.9pp

23.94%-5.5pp

73.15%-54.7pp

Employer contribution / active EE

$5,837

$3,278+78.0%

$4,158+40.4%

$2,343+149.2%

Participant deferral / active EE

$9,066

$4,053+123.7%

$5,097+77.9%

$3,332+172.1%

Admin fee / account holder

$1,489

$5,407-72.5%

$5,943-75.0%

$4,645-68.0%

ENTEGRAL SOLUTIONS 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ENTEGRAL SOLUTIONS 401K 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