Retirement plan

EAGLE INVESTMENT PARTNERS, LLC 401(K) PROFIT SHARING PLAN

Name: EAGLE INVESTMENT PARTNERS, LLC DBA - EAGLE INVESTMENT PARTNERS, LLC 401(K) PROFIT SHARING PLAN (2021) Form 5500
Creator: EAGLE INVESTMENT PARTNERS, LLC DBA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EAGLE INVESTMENT PARTNERS, LLC 401(K) PROFIT SHARING PLAN, EAGLE INVESTMENT PARTNERS, LLC DBA

EAGLE INVESTMENT PARTNERS, LLC DBAEIN 26-3193341Plan #001PY 2021

1001 INDUSTRIAL BOULEVARD - SELLERSBURG, IN 47172800-472-8228LinkedIn1-10 employeesfinancial services

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2.2M

+15.7% from 2020

Total participants

+26.1% from 2020

Average account balance

$75,713

-12.2% from 2020

Annual return

14.52%

-3.92 pp from 2020

Benchmarks

See 22,587 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,587 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.01M

Not enough data

1 years with asset history on file

Average account balance

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

$54K

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.

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.

154.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$270K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+16.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$31583

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

0 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 codes2E2F2G2J2T3D

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$121K

$5483 / participant

Other / not subdivided$121K100.0%

% of EOY assets

5.494%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$75,713

$176,794-57.2%

$146,647-48.4%

$167,553-54.8%

Participation rate

100.0%

83.6%+16.4pp

80.1%+19.9pp

82.1%+17.9pp

Annual return

14.52%

24.04%-9.5pp

22.75%-8.2pp

478.89%-464.4pp

Employer contribution / active EE

$1,652

$5,161-68.0%

$4,137-60.1%

$4,840-65.9%

Participant deferral / active EE

$4,390

$6,440-31.8%

$5,506-20.3%

$6,343-30.8%

Admin fee / account holder

$4,160

$13,262-68.6%

$10,281-59.5%

$12,316-66.2%

EAGLE INVESTMENT PARTNERS, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EAGLE INVESTMENT PARTNERS, LLC 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