Retirement plan

EURASIA GROUP 401(K) PROFIT SHARING PLAN

Name: EURASIA GROUP - EURASIA GROUP 401(K) PROFIT SHARING PLAN (2019) 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 2019

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)

$11.6M

+26.3% from 2018

Total participants

169

+5.6% from 2018

Average account balance

$78,442

+13.5% from 2018

Annual return

21.74%

+26.67 pp from 2018

Benchmarks

See 2,202 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants100-249

Cohort2,202 peers

Snapshot2019

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 COMPANY3 years Filed as: JOHN HANCOCK NEW YORK Service code 14 · EIN 13-3646501	Plan Administrator	$26,820

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

$28K

$266 / participant

Contract admin$28K100.0%

% of EOY assets

0.238%

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

$78,442

$98,982-20.8%

$162,171-51.6%

$65,185+20.3%

Participation rate

79.8%

85.8%-6.0pp

87.6%-7.7pp

70.2%+9.6pp

Annual return

21.74%

24.84%-3.1pp

115.60%-93.9pp

29.38%-7.6pp

Employer contribution / active EE

$5,829

$3,467+68.1%

$5,613+3.8%

$2,177+167.8%

Participant deferral / active EE

$10,404

$5,384+93.2%

$7,297+42.6%

$3,514+196.1%

Admin fee / account holder

$187

$596-68.7%

$10,843-98.3%

$847-77.9%

Provider

Service type

Compensation

JOHN HANCOCK LIFE INSURANCE COMPANY3 years

Filed as: JOHN HANCOCK NEW YORK

Service code 14 · EIN 13-3646501

Plan Administrator

$26,820

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