Retirement plan

ENDOGASTRIC SOLUTIONS 401(K) PLAN

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

ENDOGASTRIC SOLUTIONS, INC.EIN 87-0697218Plan #001PY 2021

18109 NE 76TH ST., SUITE 100 - REDMOND, WA 98052425-307-9230endogastricsolutions.comLinkedIn51-200 employeesmedical devices

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$10M

+8.9% from 2020

Total participants

108

+0.9% from 2020

Average account balance

$104,393

+5.5% from 2020

Annual return

14.92%

-3.18 pp from 2020

Benchmarks

See 14,568 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,568 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-0.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$1.6M

$19950 / participant

Other / not subdivided$2M100.0%

% of EOY assets

15.926%

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

$104,393

$86,294+21.0%

$111,303-6.2%

$85,856+21.6%

Participation rate

85.0%

73.3%+11.7pp

77.3%+7.7pp

69.3%+15.7pp

Annual return

14.92%

19.99%-5.1pp

54.66%-39.7pp

318.58%-303.7pp

Employer contribution / active EE

$2,043-100.0%

$2,731-100.0%

$2,565-100.0%

Participant deferral / active EE

$12,514

$3,641+243.7%

$4,487+178.9%

$3,952+216.7%

Admin fee / account holder

$16,625

$8,189+103.0%

$7,966+108.7%

$6,261+165.6%

ENDOGASTRIC SOLUTIONS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ENDOGASTRIC SOLUTIONS 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