Retirement plan

EFI 401(K) SAVINGS PLAN

Name: ELECTRONICS FOR IMAGING, INC. - EFI 401(K) SAVINGS PLAN (2024) Form 5500
Creator: ELECTRONICS FOR IMAGING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EFI 401(K) SAVINGS PLAN, ELECTRONICS FOR IMAGING, INC.

ELECTRONICS FOR IMAGING, INC.EIN 94-3086355Plan #001PY 2024

12 INNOVATION WAY - LONDONDERRY, NH 03053412-690-3141

Prospect flagsHigh feesFailed to transmit contributionsCorrective distributions

How to read this page

Total assets (EOY)

$265.3M

+8.6% from 2023

Total participants

1,112

-4.6% from 2023

Average account balance

$243,352

+13.1% from 2023

Annual return

15.76%

-3.28 pp from 2023

Benchmarks

See 3,302 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort3,302 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$265.25M

Not enough data

1 years with asset history on file

Average account balance

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

$243K

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.

1,090

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.

95.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8.19M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+15.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$369

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 4 by compensation

Provider	Service type	Compensation
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 13-2834414	Investment Management	$227,560
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786	Loan Processing	$91,138
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524	Advisory (Plan)	$59,183
MOSS ADAMS LLP9 years Service code 10 · EIN 91-0189318	Accounting	$24,000

Plan features & details

Pension benefit codes3H2F2G2E2J2K2T3D2R

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$402K

$763 / participant

Recordkeeping$91K22.7%
Investment mgmt$287K71.4%
Other / not subdivided$24K6.0%

% of EOY assets

0.152%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BAKER TILLY US, LLP LP
Auditor EIN: 301413443
Audit fees: $24,000
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$243,352

$106,247+129.0%

$147,096+65.4%

$77,714+213.1%

Participation rate

95.8%

78.4%+17.4pp

82.2%+13.6pp

70.6%+25.2pp

Annual return

15.76%

56.87%-41.1pp

419.75%-404.0pp

31.26%-15.5pp

Employer contribution / active EE

$2,276

$4,069-44.1%

$4,936-53.9%

$2,727-16.5%

Participant deferral / active EE

$13,268

$7,996+65.9%

$8,071+64.4%

$4,649+185.4%

Admin fee / account holder

$369

$338+9.0%

$13,005-97.2%

$433-14.9%

Provider

Service type

Compensation

MERCER5 years

Filed as: MERCER INVESTMENTS LLC

Service code 28 · EIN 13-2834414

Investment Management

$227,560

FIDELITY INVESTMENTS INSTITUTIONAL10+ years

Service code 37 · EIN 04-2647786

Loan Processing

$91,138

STRATEGIC ADVISORS, INC.10+ years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$59,183

MOSS ADAMS LLP9 years

Service code 10 · EIN 91-0189318

Accounting

$24,000

EFI 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EFI 401(K) 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