Retirement plan

ENKI HEALTH & RESEARCH SYSTEMS, INC. 401(K) PROFIT SHARING PLAN

Name: ENKI HEALTH & RESEARCH SYSTEMS, - ENKI HEALTH & RESEARCH SYSTEMS, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: ENKI HEALTH & RESEARCH SYSTEMS,
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ENKI HEALTH & RESEARCH SYSTEMS, INC. 401(K) PROFIT SHARING PLAN, ENKI HEALTH & RESEARCH SYSTEMS,

ENKI HEALTH & RESEARCH SYSTEMS,EIN 95-3380634Plan #002PY 2017

150 EAST OLIVE AVENUE, SUITE 203 - BURBANK, CA 91502818-973-4899ehrs.comLinkedIn201-500 employeesmental health care

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$13.9M

+18.4% from 2016

Total participants

402

+6.6% from 2016

Average account balance

$40,781

+8.6% from 2016

Annual return

10.44%

+11.57 pp from 2016

Benchmarks

See 3,813 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,813 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$21.80M

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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.

358

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.

76.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.24M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+12.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15

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 1 by compensation

Provider	Service type	Compensation
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984	Shareholder Servicing	$0

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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$6 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.012%

all-in expense ratio

Categories reported

0 / 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: GURSEY SCHNEIDER LLP
Auditor EIN: 953309779
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$40,781

$46,173-11.7%

$170,435-76.1%

$69,631-41.4%

Participation rate

78.1%

63.9%+14.2pp

83.6%-5.5pp

70.7%+7.4pp

Annual return

10.44%

21.62%-11.2pp

205.94%-195.5pp

27571.02%-27560.6pp

Employer contribution / active EE

$2,524

$1,610+56.8%

$5,432-53.5%

$2,032+24.2%

Participant deferral / active EE

$2,141

$2,080+2.9%

$4,939-56.6%

$3,224-33.6%

Admin fee / account holder

$116-95.7%

$13,881-100.0%

$110-95.5%

Provider

Service type

Compensation

ADP BROKER-DEALER2+ years

Service code 59 · EIN 22-3319984

Shareholder Servicing

ENKI HEALTH & RESEARCH SYSTEMS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ENKI HEALTH & RESEARCH SYSTEMS, INC. 401(K) PROFIT SHARING 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