Retirement plan

EOS ACCOUNTANTS LLP 401(K) PLAN

Name: EOS ACCOUNTANTS LLP - EOS ACCOUNTANTS LLP 401(K) PLAN (2022) 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 2022

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)

$21M

-14.2% from 2021

Total participants

222

-2.2% from 2021

Average account balance

$99,984

-13.0% from 2021

Annual return

-16.32%

-33.30 pp from 2021

Benchmarks

See 5,987 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,987 peers

Snapshot2022

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 2 by compensation

Provider	Service type	Compensation
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969	Recordkeeping	$17,775
PNC BANK, N.A.1 year Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 28 · EIN 22-1146430	Investment Management	$15,427

Plan features & details

Pension benefit codes2E2F2G2J2T3B3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$38K

$247 / participant

Investment mgmt$15K40.8%
Contract admin$18K47.0%
Other / not subdivided$5K12.2%

% of EOY assets

0.180%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WITHUMSMITH BROWN, PC.
Auditor EIN: 222027092
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$99,984

$84,493+18.3%

$125,381-20.3%

$66,938+49.4%

Participation rate

92.2%

76.4%+15.7pp

82.4%+9.8pp

69.8%+22.3pp

Annual return

-16.32%

-8.49%-7.8pp

572.31%-588.6pp

1.58%-17.9pp

Employer contribution / active EE

$3,196

$3,554-10.1%

$4,815-33.6%

$2,545+25.6%

Participant deferral / active EE

$10,355

$6,783+52.6%

$7,448+39.0%

$4,238+144.3%

Admin fee / account holder

$180

$685-73.7%

$10,007-98.2%

$594-69.6%

Provider

Service type

Compensation

NEWPORT GROUP, INC.4 years

Service code 15 · EIN 27-2037969

Recordkeeping

$17,775

PNC BANK, N.A.1 year

Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT

Service code 28 · EIN 22-1146430

Investment Management

$15,427

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