Retirement plan

ENDOLOGIX SAVINGS PLAN

Name: ENDOLOGIX, INC. - ENDOLOGIX SAVINGS PLAN (2017) Form 5500
Creator: ENDOLOGIX, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ENDOLOGIX SAVINGS PLAN, ENDOLOGIX, INC.

ENDOLOGIX, INC.EIN 68-0328265Plan #001PY 2017

2 MUSICK - IRVINE, CA 92618949-452-2593endologix.comLinkedIn501-1000 employeesmedical devices

Prospect flagsLow employer contributionCorrective distributions

How to read this page

Total assets (EOY)

$36.7M

+25.0% from 2016

Total participants

814

-11.6% from 2016

Average account balance

$50,021

+38.8% from 2016

Annual return

22.47%

-57.64 pp from 2016

Benchmarks

See 1,152 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort1,152 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$48.50M

Not enough data

1 years with asset history on file

Average account balance

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

$137K

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.

355

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.

72.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.14M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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)

$498

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 3 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE3+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$98,765
SAGEPOINT FINANCIAL INC3+ years Service code 55 20 EAST THOMAS RD STE 2000 · PHOENIX, AZ 85012	Other Commissions	$39,380
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$9,656

Plan features & details

Pension benefit codes2E2F2G2J2S2T3D3B

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$108K

$182 / participant

Investment mgmt$10K8.9%
Contract admin$99K91.1%

% of EOY assets

0.295%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: SQUARMILNER
Auditor EIN: 330835989
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$50,021

$75,284-33.6%

$91,004-45.0%

$69,631-28.2%

Participation rate

86.6%

80.4%+6.2pp

75.6%+11.0pp

70.7%+15.9pp

Annual return

22.47%

48.40%-25.9pp

4.60%+17.9pp

27571.02%-27548.6pp

Employer contribution / active EE

$2,473-100.0%

$2,456-100.0%

$2,032-100.0%

Participant deferral / active EE

$7,548

$3,700+104.0%

$3,548+112.8%

$3,224+134.1%

Admin fee / account holder

$148

$111+33.6%

$5,417-97.3%

$110+33.8%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE3+ years

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$98,765

SAGEPOINT FINANCIAL INC3+ years

Service code 55

20 EAST THOMAS RD STE 2000 · PHOENIX, AZ 85012

Other Commissions

$39,380

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: EMPOWER RETIREMENT ADVISORY SERVICE

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$9,656

ENDOLOGIX SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ENDOLOGIX SAVINGS 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