Retirement plan

EMPLOYEE BENEFIT PLAN OF BRIDGEWAY REHABILITATION

Name: BRIDGEWAY REHABILITATION SERVICES - EMPLOYEE BENEFIT PLAN OF BRIDGEWAY REHABILITATION (2015) Form 5500
Creator: BRIDGEWAY REHABILITATION SERVICES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF BRIDGEWAY REHABILITATION, BRIDGEWAY REHABILITATION SERVICES

BRIDGEWAY REHABILITATION SERVICESEIN 22-2257891Plan #001PY 2015

615 NORTH BROAD STREET - ELIZABETH, NJ 07208908-355-7886bridgewaybhs.orgLinkedIn201-500 employeesmental health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$8M

No prior year

Total participants

398

No prior year

Average account balance

$21,712

No prior year

Annual return

1.22%

No prior year

Benchmarks

See 690 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants250-999

Cohort690 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$22.32M

Not enough data

1 years with asset history on file

Average account balance

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

$46K

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.

483

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.

96.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.64M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+10.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$241

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES INC Service code 53 · EIN 13-3175978	Insurance Commissions	$13,505
MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years Service code 52 · EIN 04-1590850	Indirect Investment Fees	$9,086

Plan features & details

Pension benefit codes2M2L2F2G2S2T

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$9K

$28 / participant

Investment mgmt$7K74.4%
Contract admin$2K22.0%
Other / not subdivided$3403.6%

% of EOY assets

0.118%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: SPIRE GROUP, PC
Auditor EIN: 455221053
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$21,712

$38,925-44.2%

$73,836-70.6%

$55,191-60.7%

Participation rate

90.6%

66.0%+24.6pp

73.4%+17.2pp

69.2%+21.5pp

Annual return

1.22%

6.31%-5.1pp

2268.06%-2266.8pp

10.78%-9.6pp

Employer contribution / active EE

$1,911

$1,695+12.7%

$2,787-31.5%

$1,899+0.6%

Participant deferral / active EE

$1,257

$2,351-46.5%

$3,583-64.9%

$3,046-58.8%

Admin fee / account holder

$26

$83-69.0%

$4,882-99.5%

$91-71.7%

Provider

Service type

Compensation

METLIFE LIFE INSURANCE COMPANY1+ years

Filed as: METLIFE SECURITIES INC

Service code 53 · EIN 13-3175978

Insurance Commissions

$13,505

MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$9,086

EMPLOYEE BENEFIT PLAN OF BRIDGEWAY REHABILITATION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF BRIDGEWAY REHABILITATION

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