Retirement plan

ENTERPRISE INTEGRATION, INC. 401(K) PLAN

Name: ENTERPRISE INTEGRATION, INC. - ENTERPRISE INTEGRATION, INC. 401(K) PLAN (2023) Form 5500
Creator: ENTERPRISE INTEGRATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ENTERPRISE INTEGRATION, INC. 401(K) PLAN, ENTERPRISE INTEGRATION, INC.

ENTERPRISE INTEGRATION, INC.EIN 59-3458264Plan #001PY 2023

10950-60 SAN JOSE BLVD., #284 - JACKSONVILLE, FL 32223904-928-8102entint.comLinkedIn201-500 employeesinformation technology and services

Prospect flagsLow returnsLow participationLow assets / participantLow employer contributionLow participant contribution

How to read this page

Total assets (EOY)

$3.1M

+13.9% from 2022

Total participants

178

-14.8% from 2022

Average account balance

$26,381

+98.4% from 2022

Annual return

13.24%

+26.37 pp from 2022

Benchmarks

See 6,236 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort6,236 peers

Snapshot2023

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Analytics

Total assets (EOY)

Plan-year ending balance

$4.34M

Not enough data

1 years with asset history on file

Average account balance

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

$28K

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.

153

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.

95.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$616K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+28.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$220

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

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
VOYA RETIREMENT INSURANCE & ANNUITY2 years Filed as: VOYA RETIREMENT INS AND ANNUITY Service code 26 · EIN 71-0294708 1 ORANGE WAY · WINDSOR, CT 060954774	Advisory (Participants)	$21,294
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829	Other Fees	$6,753
RETIREMENT SOLUTIONS SPECIALISTS6 years Service code 49	Other Services	$1,369
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381	Advisory (Participants)	$5
VOYA RETIREMENT INSURANCE & ANNUITY2 years Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 64	Recordkeeping Fees	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

5 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$29K

$242 / participant

Contract admin$21K72.7%
Other / not subdivided$8K27.3%

% of EOY assets

0.957%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: ASSURANCE DIMENSIONS
Auditor EIN: 263429295
Audit fees: $8,000
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$26,381

$91,407-71.1%

$135,903-80.6%

$71,457-63.1%

Participation rate

48.8%

75.7%-26.9pp

81.9%-33.1pp

67.9%-19.2pp

Annual return

13.24%

29.90%-16.7pp

68.23%-55.0pp

28.85%-15.6pp

Employer contribution / active EE

$817

$3,703-77.9%

$4,856-83.2%

$2,588-68.4%

Participant deferral / active EE

$2,654

$7,092-62.6%

$7,758-65.8%

$4,289-38.1%

Admin fee / account holder

$253

$1,266-80.0%

$10,762-97.7%

$1,587-84.1%

Provider

Service type

Compensation

VOYA RETIREMENT INSURANCE & ANNUITY2 years

Filed as: VOYA RETIREMENT INS AND ANNUITY

Service code 26 · EIN 71-0294708

1 ORANGE WAY · WINDSOR, CT 060954774

Advisory (Participants)

$21,294

MORGAN STANLEY SMITH BARNEY2 years

Filed as: MORGAN STANLEY SMITH BARNEY LLC

Service code 99 · EIN 20-8764829

Other Fees

$6,753

RETIREMENT SOLUTIONS SPECIALISTS6 years

Service code 49

Other Services

$1,369

MORNINGSTAR2 years

Filed as: MORNINGSTAR INVESTMENT MANAGEMENT

Service code 26 · EIN 36-4317381

Advisory (Participants)

VOYA RETIREMENT INSURANCE & ANNUITY2 years

Filed as: VOYA RETIREMENT INS. AND ANNUITY CO

Service code 64

Recordkeeping Fees

ENTERPRISE INTEGRATION, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ENTERPRISE INTEGRATION, INC. 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