Enterprise Professional Services, Inc.

33
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
33
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (23)
Average in Peer Group (64)
Highest in Peer Group (91)

Plan Description

EPSI 403(b) Plan is a defined contribution plan. This plan has a BrightScope Rating of 33. EPSI 403(b) Plan currently has over 300 active participants and over $630.5K in plan assets.

Did you know?

For the average 401k participant, the 58 point difference between this plan's BrightScope Rating (33) and the top rated plan (91) could equate to:
28
Additional years of work
412,452
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 7710 Rialto Boulevard Suite 100
  • Location
    Austin , TX
  • 78735
  • Industry
    Administrative and Support and Waste Management and Remediation Services
  • Administrator
    Stephan Saia
  • Net Plan Assets
    $630,000
  • Total Participants
    330
  • Avg Account Balance
    $2,200

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Average

Performance

Participation Rate:
Average
Salary Deferrals:
Poor
Account Balance:
Poor

Design

Total Plan Cost:
Highest
Company Generosity:
Great

Performance

Participation Rate:
Above Average
Salary Deferrals:
Below Avg.
Account Balance:
Poor

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

25

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
T. Rowe Price Retirement 37%
1%
Pioneer Bond 16%
12%
Vanguard International Value 11%
24%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
Empower
Insurance Advisor/Broker
Mark E. Porter
Recordkeeper
Empower
Administration
Nova Associates, Inc.
Auditor
Holthouse, Carlin, Van Trigt

Articles and Questions

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