Retirement plan

SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES

Name: ENTERGY CORPORATION - SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES (2019) Form 5500
Creator: ENTERGY CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES, ENTERGY CORPORATION

ENTERGY CORPORATIONEIN 72-1229752Plan #003PY 2019

639 LOYOLA AVE., L-ENT-12B EB AND C - NEW ORLEANS, LA 70113504-576-4000entergy.comLinkedIn10001+ employeesutilities

Other plans on this EIN

10 filings

#004Retirement-$3.65B assets #005Retirement-$1.20B assets #008Retirement-$786.5M assets #006Retirement-$454.8M assets #007Retirement-$260.4M assets #015Retirement-$78.8M assets #017Retirement-$43.0M assets #016Retirement-$29.2M assets #014Retirement-$24.0M assets #018Retirement-$7.3M assets

Prospect flagsHigh assets / participantFailed to transmit contributions

Top hat statement on fileNQDC

Filed February 16, 2021 (most recent of 5 filings on file)

Plan administrator

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639 Loyola Ave. L-ENT-28H

New Orleans, LA 70113

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Plans declared (1)

Defined Contribution Restoration Plan for the Savings Plan of Entergy Corporation and Subsidiaries VIII0 emp

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Total assets (EOY)

$4026.2M

+17.1% from 2018

Total participants

16,695

+1.0% from 2018

Average account balance

$252,587

+14.9% from 2018

Annual return

25.01%

+25.99 pp from 2018

Benchmarks

See 1,091 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Participants>=10,000

Cohort1,091 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$4.36B

Not enough data

1 years with asset history on file

Average account balance

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

$342K

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.

12,753

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.

96.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$171.11M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+18.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$69

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 9 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC5+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114	Recordkeeping	$544,689
CALLAN LLC5+ years Filed as: CALLAN ASSOCIATES, INC. Service code 27 · EIN 94-2192581	Advisory (Plan)	$155,030
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131	Investment Management	$121,469
DELOITTE & TOUCHE LLP5+ years Filed as: DELOITTE AND TOUCHE LLP Service code 10 · EIN 13-3891517	Accounting	$117,773
FRIDAY ELDREDGE & CLARK5+ years Filed as: FRIDAY, ELDREDGE & CLARK, LLP Service code 29 · EIN 71-0253637	Legal	$88,468
ALIGHT SOLUTIONS LLC3 years Service code 49 · EIN 82-1061233	Other Services	$21,517
CHARLES SCHWAB & CO., INC.1 year Service code 33	Securities brokerage; Other fees; Sec...	$4,812
CHARLES SCHWAB & CO., INC.1 year Filed as: CHARLES SCHWAB CO., INC. Service code 33 · EIN 94-1737782	Other fees; Securities brokerage comm...	$0
THE VANGUARD GROUP, INC.4 years Service code 28 · EIN 23-1945930	Investment Management	$0

Plan features & details

Pension benefit codes2E2F2G2I2J2K2O2R2S2T3F3H

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.
2I
Stock bonus
Stock bonus plan.
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.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.0M

$78 / participant

Contract admin$1M100.0%

% of EOY assets

0.026%

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: DELOITTE & TOUCHE
Auditor EIN: 133891517
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$252,587

$89,569+182.0%

$105,387+139.7%

$89,569+182.0%

Participation rate

94.4%

69.6%+24.8pp

82.6%+11.8pp

69.6%+24.8pp

Annual return

25.01%

34.56%-9.5pp

26.82%-1.8pp

34.56%-9.5pp

Employer contribution / active EE

$4,144

$2,584+60.4%

$4,213-1.6%

$2,584+60.4%

Participant deferral / active EE

$11,064

$4,220+162.2%

$5,502+101.1%

$4,220+162.2%

Admin fee / account holder

$66

$72-8.1%

$6,559-99.0%

$72-8.1%

Provider

Service type

Compensation

T ROWE PRICE RPS INC5+ years

Filed as: T. ROWE PRICE RPS, INC.

Service code 15 · EIN 52-1714114

Recordkeeping

$544,689

CALLAN LLC5+ years

Filed as: CALLAN ASSOCIATES, INC.

Service code 27 · EIN 94-2192581

Advisory (Plan)

$155,030

NEWPORT GROUP, INC.3 years

Filed as: NEWPORT TRUST COMPANY

Service code 28 · EIN 27-4411131

Investment Management

$121,469

DELOITTE & TOUCHE LLP5+ years

Filed as: DELOITTE AND TOUCHE LLP

Service code 10 · EIN 13-3891517

Accounting

$117,773

FRIDAY ELDREDGE & CLARK5+ years

Filed as: FRIDAY, ELDREDGE & CLARK, LLP

Service code 29 · EIN 71-0253637

Legal

$88,468

ALIGHT SOLUTIONS LLC3 years

Service code 49 · EIN 82-1061233

Other Services

$21,517

CHARLES SCHWAB & CO., INC.1 year

Service code 33

Securities brokerage; Other fees; Sec...

$4,812

CHARLES SCHWAB & CO., INC.1 year

Filed as: CHARLES SCHWAB CO., INC.

Service code 33 · EIN 94-1737782

Other fees; Securities brokerage comm...

THE VANGUARD GROUP, INC.4 years

Service code 28 · EIN 23-1945930

Investment Management

SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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