Retirement plan

BRYNWOOD MANAGEMENT 401(K) RETIREMENT PLAN

Name: BRYNWOOD PARTNERS MANAGEMENT LLC - BRYNWOOD MANAGEMENT 401(K) RETIREMENT PLAN (2021) Form 5500
Creator: BRYNWOOD PARTNERS MANAGEMENT LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRYNWOOD MANAGEMENT 401(K) RETIREMENT PLAN, BRYNWOOD PARTNERS MANAGEMENT LLC

BRYNWOOD PARTNERS MANAGEMENT LLCEIN 20-1368406Plan #001PY 2021

8 SOUND SHORE DRIVE, STE 265 - GREENWICH, CT 06830203-622-1790

Prospect flagsLow returnsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$6.4M

-12.0% from 2020

Total participants

-18.2% from 2020

Average account balance

$357,848

+7.5% from 2020

Annual return

6.75%

-14.29 pp from 2020

Benchmarks

See 33,473 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort33,473 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.78M

Not enough data

1 years with asset history on file

Average account balance

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

$453K

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

$687K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+21.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$962

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 codes2E2G2J2F

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.

Opportunity flags

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.8M

$99438 / participant

Other / not subdivided$2M100.0%

% of EOY assets

27.788%

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

$357,848

$209,847+70.5%

$189,520+88.8%

$167,518+113.6%

Participation rate

100.0%

88.7%+11.3pp

87.8%+12.2pp

82.1%+17.9pp

Annual return

6.75%

748.45%-741.7pp

555.25%-548.5pp

478.71%-472.0pp

Employer contribution / active EE

$8,245

$6,913+19.3%

$6,161+33.8%

$4,838+70.4%

Participant deferral / active EE

$14,843

$8,934+66.1%

$8,220+80.6%

$6,342+134.0%

Admin fee / account holder

$99,438

$14,295+595.6%

$12,046+725.5%

$12,312+707.6%

BRYNWOOD MANAGEMENT 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRYNWOOD MANAGEMENT 401(K) RETIREMENT 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