Retirement plan

EVENSONBEST, LLC, 401(K) PLAN

Name: EVENSONBEST, LLC - EVENSONBEST, LLC, 401(K) PLAN (2017) Form 5500
Creator: EVENSONBEST, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EVENSONBEST, LLC, 401(K) PLAN, EVENSONBEST, LLC

EVENSONBEST, LLCEIN 13-3917122Plan #001PY 2017

641 AVENUE OF THE AMERICAS, FLOOR 6 - NEW YORK, NY 10011212-549-8097evensonbest.comLinkedIn201-500 employeesfurniture

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$14.2M

+17.9% from 2016

Total participants

286

+5.9% from 2016

Average account balance

$60,399

+9.3% from 2016

Annual return

15.78%

+6.65 pp from 2016

Benchmarks

See 4,147 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,147 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$28.06M

Not enough data

1 years with asset history on file

Average account balance

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

$94K

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.

300

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.

91.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.98M

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

+15.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$49

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

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

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

$5K

$24 / participant

Contract admin$2K41.9%
Other / not subdivided$3K58.1%

% of EOY assets

0.035%

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: EISNERAMPER LLP
Auditor EIN: 131639826
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$60,399

$64,909-6.9%

$82,313-26.6%

$62,293-3.0%

Participation rate

75.0%

74.9%+0.1pp

76.9%-1.9pp

69.5%+5.5pp

Annual return

15.78%

21.18%-5.4pp

25.88%-10.1pp

28.90%-13.1pp

Employer contribution / active EE

$1,676-100.0%

$2,428-100.0%

$2,042-100.0%

Participant deferral / active EE

$5,643

$3,103+81.9%

$3,706+52.3%

$3,169+78.1%

Admin fee / account holder

$21

$440-95.2%

$5,608-99.6%

$479-95.6%

EVENSONBEST, LLC, 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EVENSONBEST, LLC, 401(K) 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