Retirement plan

EOS ACCOUNTANTS LLP 401(K) PLAN

Name: EOS ACCOUNTANTS LLP - EOS ACCOUNTANTS LLP 401(K) PLAN (2020) Form 5500
Creator: EOS ACCOUNTANTS LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EOS ACCOUNTANTS LLP 401(K) PLAN, EOS ACCOUNTANTS LLP

EOS ACCOUNTANTS LLPEIN 22-3462644Plan #001PY 2020

401 HACKENSACK AVE, SUITE 1001 - HACKENSACK, NJ 07601201-836-3710eosllp.comLinkedIn51-200 employeesaccounting

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$21.5M

+10.0% from 2019

Total participants

215

+9.1% from 2019

Average account balance

$108,399

+0.6% from 2019

Annual return

16.32%

-11.29 pp from 2019

Benchmarks

See 5,591 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,591 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$32.53M

Not enough data

1 years with asset history on file

Average account balance

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

$149K

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.

219

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.

91.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.55M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+15.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$228

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
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969	Recordkeeping	$30,670

Plan features & details

Pension benefit codes2E2F2G2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$31K

$224 / participant

Contract admin$31K100.0%

% of EOY assets

0.143%

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: WITHUMSMITH BROWN, P.C.,NJ 08543
Auditor EIN: 222027092
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$108,399

$99,957+8.4%

$149,745-27.6%

$73,497+47.5%

Participation rate

87.6%

75.7%+11.9pp

82.5%+5.1pp

70.7%+16.9pp

Annual return

16.32%

53.87%-37.5pp

276.72%-260.4pp

28.51%-12.2pp

Employer contribution / active EE

$3,065

$3,191-3.9%

$4,646-34.0%

$2,270+35.0%

Participant deferral / active EE

$9,456

$6,073+55.7%

$6,843+38.2%

$3,740+152.8%

Admin fee / account holder

$155

$551-71.9%

$9,312-98.3%

$513-69.8%

Provider

Service type

Compensation

NEWPORT GROUP, INC.2 years

Service code 15 · EIN 27-2037969

Recordkeeping

$30,670

EOS ACCOUNTANTS LLP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EOS ACCOUNTANTS LLP 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