Retirement plan

EOS DEFENSE SYSTEMS USA, INC. 401K, PLAN

Name: EOS DEFENSE SYSTEMS USA, INC. - EOS DEFENSE SYSTEMS USA, INC. 401K, PLAN (2019) Form 5500
Creator: EOS DEFENSE SYSTEMS USA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EOS DEFENSE SYSTEMS USA, INC. 401K, PLAN, EOS DEFENSE SYSTEMS USA, INC.

EOS DEFENSE SYSTEMS USA, INC.EIN 82-3638516Plan #001PY 2019

2865 WALL TRIANA BLVD. - HUNTSVILLE, AL 35824256-617-1492eosdsusa.comLinkedIn51-200 employeesdefense & space

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$279K

+899.2% from 2018

Total participants

+400.0% from 2018

Average account balance

$7,738

+122.0% from 2018

Annual return

58.21%

+58.21 pp from 2018

Benchmarks

See 8,599 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,599 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.83M

Not enough data

1 years with asset history on file

Average account balance

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

$50K

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.

92.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$577K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+39.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3702

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 codes2E2G2J2T3D

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.
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

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$9K

$234 / participant

Other / not subdivided$9K100.0%

% of EOY assets

3.364%

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

$7,738

$54,757-85.9%

$90,304-91.4%

$72,975-89.4%

Participation rate

90.0%

65.2%+24.8pp

73.3%+16.7pp

69.5%+20.5pp

Annual return

58.21%

30.63%+27.6pp

78.13%-19.9pp

81.01%-22.8pp

Employer contribution / active EE

$2,047

$2,093-2.2%

$2,855-28.3%

$2,440-16.1%

Participant deferral / active EE

$3,969

$2,887+37.5%

$3,885+2.2%

$3,608+10.0%

Admin fee / account holder

$260

$3,973-93.4%

$5,354-95.1%

$5,124-94.9%

EOS DEFENSE SYSTEMS USA, INC. 401K, PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EOS DEFENSE SYSTEMS USA, INC. 401K, 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