Retirement plan

EATON YOUNG GALLERIES 401(K) PROFIT SHARING PLAN

Name: EATON YOUNG GALLERIES - EATON YOUNG GALLERIES 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: EATON YOUNG GALLERIES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EATON YOUNG GALLERIES 401(K) PROFIT SHARING PLAN, EATON YOUNG GALLERIES

EATON YOUNG GALLERIESEIN 52-1094744Plan #001PY 2017

13600 WINCHESTER ROAD, SW - CUMBERLAND, MD 21502301-729-3500eatonyoung.comLinkedIn11-50 employeesfurniture

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

+7.7% from 2016

Total participants

-26.7% from 2016

Average account balance

$154,621

+7.7% from 2016

Annual return

14.78%

+11.14 pp from 2016

Benchmarks

See 18,212 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,212 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.86M

Not enough data

1 years with asset history on file

Average account balance

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

$143K

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.

76.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$155K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+13.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1581

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 codes2E2J2G

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$209K

$19026 / participant

Other / not subdivided$209K100.0%

% of EOY assets

15.040%

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

$154,621

$99,652+55.2%

$78,778+96.3%

$147,586+4.8%

Participation rate

81.8%

76.2%+5.6pp

69.2%+12.6pp

82.8%-1.0pp

Annual return

14.78%

47.28%-32.5pp

35.62%-20.8pp

578.59%-563.8pp

Employer contribution / active EE

$5,455

$2,796+95.1%

$1,986+174.7%

$4,876+11.9%

Participant deferral / active EE

$4,571

$3,664+24.8%

$2,958+54.5%

$5,439-15.9%

Admin fee / account holder

$23,255

$7,155+225.0%

$5,134+353.0%

$10,886+113.6%

EATON YOUNG GALLERIES 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EATON YOUNG GALLERIES 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