Retirement plan

EVENTS INTERNATIONAL, INC. 401(K) RETIREMENT SAVINGS PLAN

Name: EVENTS INTERNATIONAL, INC. - EVENTS INTERNATIONAL, INC. 401(K) RETIREMENT SAVINGS PLAN (2021) Form 5500
Creator: EVENTS INTERNATIONAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EVENTS INTERNATIONAL, INC. 401(K) RETIREMENT SAVINGS PLAN, EVENTS INTERNATIONAL, INC.

EVENTS INTERNATIONAL, INC.EIN 99-0259074Plan #002PY 2021

306 KAMANI STREET - HONOLULU, HI 96813808-545-5900eventsint.comLinkedIn1-10 employeesevents services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$176K

-5.2% from 2020

Total participants

+14.3% from 2020

Average account balance

$22,027

-17.0% from 2020

Annual return

13.13%

+13.13 pp from 2020

Benchmarks

See 8,066 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort8,066 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$322K

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$58K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+11.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$284

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 codes2E2G2J

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

$41K

$6888 / participant

Other / not subdivided$41K100.0%

% of EOY assets

23.452%

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

$22,027

$185,225-88.1%

$142,898-84.6%

$167,553-86.9%

Participation rate

100.0%

78.5%+21.5pp

72.0%+28.0pp

82.1%+17.9pp

Annual return

13.13%

8558.12%-8545.0pp

5639.64%-5626.5pp

478.89%-465.8pp

Employer contribution / active EE

$383

$5,607-93.2%

$4,146-90.8%

$4,840-92.1%

Participant deferral / active EE

$825

$4,496-81.6%

$3,838-78.5%

$6,343-87.0%

Admin fee / account holder

$5,166

$8,032-35.7%

$6,560-21.3%

$12,316-58.1%

EVENTS INTERNATIONAL, INC. 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EVENTS INTERNATIONAL, INC. 401(K) RETIREMENT SAVINGS 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