Retirement plan

EATON YOUNG GALLERIES 401(K) PROFIT SHARING PLAN

Name: EATON YOUNG GALLERIES - EATON YOUNG GALLERIES 401(K) PROFIT SHARING PLAN (2018) 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 2018

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

-6.1% from 2017

Total participants

+18.2% from 2017

Average account balance

$130,725

-15.5% from 2017

Annual return

-6.75%

-21.53 pp from 2017

Benchmarks

See 18,623 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,623 peers

Snapshot2018

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

$109K

$9072 / participant

Other / not subdivided$109K100.0%

% of EOY assets

8.328%

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

$130,725

$95,979+36.2%

$74,551+75.4%

$135,380-3.4%

Participation rate

75.0%

75.7%-0.7pp

69.1%+5.9pp

82.6%-7.6pp

Annual return

-6.75%

56.97%-63.7pp

32.53%-39.3pp

519.81%-526.6pp

Employer contribution / active EE

$5,000

$2,716+84.1%

$1,961+155.0%

$4,779+4.6%

Participant deferral / active EE

$4,214

$3,844+9.6%

$3,108+35.6%

$5,609-24.9%

Admin fee / account holder

$10,887

$6,522+66.9%

$5,059+115.2%

$10,828+0.5%

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