Retirement plan

ENDEAVOR 401(K) PLAN

Name: ENDEAVOR PARENT, LLC - ENDEAVOR 401(K) PLAN (2021) Form 5500
Creator: ENDEAVOR PARENT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ENDEAVOR 401(K) PLAN, ENDEAVOR PARENT, LLC

ENDEAVOR PARENT, LLCEIN 80-0967078Plan #001PY 2021

9601 WILSHIRE BLVD. - BEVERLY HILLS, CA 90210310-859-4000

Prospect flagsLow employer contributionCorrective distributions

How to read this page

Total assets (EOY)

$548.9M

-19.1% from 2017

Total participants

5,369

-10.2% from 2017

Average account balance

$102,226

-10.0% from 2017

Annual return

18.56%

-11.11 pp from 2017

Benchmarks

See 813 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort813 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$637.99M

Not enough data

1 years with asset history on file

Average account balance

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

$108K

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.

5,916

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.

94.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$49.13M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+10.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$78

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 6 by compensation

Provider	Service type	Compensation
PRUDENTIAL RETIREMENT INSURANCE AND6+ years Service code 13 · EIN 06-1050034	Contract Administrator	$370,847
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236	Advisory (Plan)	$50,000
LPL FINANCIAL6+ years Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 04-3046611	Advisory (Plan)	$50,000
MEADEN & MOORE, LTD.2 years Filed as: MEADEN AND MOORE LTD Service code 16 · EIN 34-1818258	Consulting	$17,000
PRUDENTIAL RETIREMENT INSURANCE AND2 years Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960	12b-1 Fees	$4,504
NATIONAL FINANCIAL SERVICES1 year Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 15 · EIN 04-3523567	Recordkeeping	$0

Plan features & details

Pension benefit codes2E2A2F2R2T2S2J

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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).
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.
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.

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

$493K

$138 / participant

Other / not subdivided$493K100.0%

% of EOY assets

0.090%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MEADEN & MOORE
Auditor EIN: 341818258
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$102,226

$120,450-15.1%

$159,495-35.9%

$93,010+9.9%

Participation rate

100.0%

78.0%+22.0pp

82.8%+17.2pp

73.9%+26.1pp

Annual return

18.56%

27.11%-8.6pp

263.72%-245.2pp

158.70%-140.1pp

Employer contribution / active EE

$12

$3,526-99.7%

$4,831-99.8%

$2,705-99.6%

Participant deferral / active EE

$6,934

$7,283-4.8%

$7,354-5.7%

$4,561+52.0%

Admin fee / account holder

$92

$137-32.8%

$10,804-99.1%

$152-39.4%

Provider

Service type

Compensation

PRUDENTIAL RETIREMENT INSURANCE AND6+ years

Service code 13 · EIN 06-1050034

Contract Administrator

$370,847

LPL FINANCIAL1 year

Filed as: LPL FINANCIAL LLC

Service code 27 · EIN 95-2834236

Advisory (Plan)

$50,000

LPL FINANCIAL6+ years

Filed as: LPL FINANCIAL, LLC

Service code 27 · EIN 04-3046611

Advisory (Plan)

$50,000

MEADEN & MOORE, LTD.2 years

Filed as: MEADEN AND MOORE LTD

Service code 16 · EIN 34-1818258

Consulting

$17,000

PRUDENTIAL RETIREMENT INSURANCE AND2 years

Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE

Service code 63 · EIN 13-4122960

12b-1 Fees

$4,504

NATIONAL FINANCIAL SERVICES1 year

Filed as: NATIONAL FINANCIAL SERVICES, LLC

Service code 15 · EIN 04-3523567

Recordkeeping

ENDEAVOR 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ENDEAVOR 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