Retirement plan

EURASIA GROUP 401(K) PROFIT SHARING PLAN

Name: EURASIA GROUP - EURASIA GROUP 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: EURASIA GROUP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EURASIA GROUP 401(K) PROFIT SHARING PLAN, EURASIA GROUP

EURASIA GROUPEIN 06-1504950Plan #001PY 2018

149 FIFTH AVENUE, 15TH FLOOR - NEW YORK, NY 10010212-213-3122eurasiagroup.netLinkedIn51-200 employeesinternational affairs

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$9.2M

-1.5% from 2017

Total participants

160

+34.5% from 2017

Average account balance

$69,117

-20.7% from 2017

Annual return

-4.93%

-23.36 pp from 2017

Benchmarks

See 2,193 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants100-249

Cohort2,193 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$21.30M

Not enough data

1 years with asset history on file

Average account balance

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

$121K

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.

176

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.

83.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.06M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+13.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$196

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
JOHN HANCOCK LIFE INSURANCE COMPANY2 years Filed as: JOHN HANCOCK NEW YORK Service code 14 · EIN 13-3646501	Plan Administrator	$66

Plan features & details

Pension benefit codes2E2F2G2J3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$566

$5 / participant

Contract admin$566100.0%

% of EOY assets

0.006%

all-in expense ratio

Categories reported

1 / 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: SONZOGNI BOTTITTO
Auditor EIN: 223365677
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$69,117

$79,523-13.1%

$140,019-50.6%

$56,287+22.8%

Participation rate

74.3%

85.7%-11.4pp

87.5%-13.2pp

69.9%+4.4pp

Annual return

-4.93%

2.39%-7.3pp

651.15%-656.1pp

-9.96%+5.0pp

Employer contribution / active EE

$4,885

$3,350+45.8%

$5,605-12.8%

$2,111+131.4%

Participant deferral / active EE

$8,526

$5,129+66.2%

$6,927+23.1%

$3,350+154.5%

Admin fee / account holder

$614-99.3%

$10,705-100.0%

$521-99.2%

Provider

Service type

Compensation

JOHN HANCOCK LIFE INSURANCE COMPANY2 years

Filed as: JOHN HANCOCK NEW YORK

Service code 14 · EIN 13-3646501

Plan Administrator

$66

EURASIA GROUP 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EURASIA GROUP 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