Retirement plan

EURASIA GROUP 401(K) PROFIT SHARING PLAN

Name: EURASIA GROUP - EURASIA GROUP 401(K) PROFIT SHARING PLAN (2020) 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 2020

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)

$14.5M

+24.9% from 2019

Total participants

174

+3.0% from 2019

Average account balance

$92,332

+17.7% from 2019

Annual return

16.77%

-4.96 pp from 2019

Benchmarks

See 2,211 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants100-249

Cohort2,211 peers

Snapshot2020

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 COMPANY4 years Filed as: JOHN HANCOCK NEW YORK Service code 14 · EIN 13-3646501	Plan Administrator	$39,995

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

$41K

$392 / participant

Contract admin$41K100.0%

% of EOY assets

0.284%

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

$92,332

$136,307-32.3%

$177,840-48.1%

$73,493+25.6%

Participation rate

83.8%

86.1%-2.3pp

87.7%-3.9pp

70.7%+13.1pp

Annual return

16.77%

18.68%-1.9pp

48.32%-31.5pp

28.51%-11.7pp

Employer contribution / active EE

$5,704

$3,712+53.7%

$5,919-3.6%

$2,270+151.3%

Participant deferral / active EE

$10,800

$5,829+85.3%

$7,714+40.0%

$3,740+188.8%

Admin fee / account holder

$262

$596-55.9%

$12,431-97.9%

$513-48.9%

Provider

Service type

Compensation

JOHN HANCOCK LIFE INSURANCE COMPANY4 years

Filed as: JOHN HANCOCK NEW YORK

Service code 14 · EIN 13-3646501

Plan Administrator

$39,995

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