Retirement plan

BRICKER GRAYDON LLP RETIREMENT SAVINGS PLAN

Name: BRICKER GRAYDON, LLP - BRICKER GRAYDON LLP RETIREMENT SAVINGS PLAN (2024) Form 5500
Creator: BRICKER GRAYDON, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRICKER GRAYDON LLP RETIREMENT SAVINGS PLAN, BRICKER GRAYDON, LLP

BRICKER GRAYDON, LLPEIN 31-4359739Plan #002PY 2024

100 S 3RD ST. - COLUMBUS, OH 43215513-621-6464brickergraydon.comLinkedIn201-500 employeeslaw practice

Other plans on this EIN

1 filing

#003Retirement--

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$198.8M

+86.8% from 2023

Total participants

490

+79.5% from 2023

Average account balance

$405,786

+3.3% from 2023

Annual return

177.03%

+162.64 pp from 2023

Benchmarks

See 3,298 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort3,298 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$198.84M

Not enough data

1 years with asset history on file

Average account balance

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

$406K

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.

490

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

$9.37M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+177.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$256

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 4 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$39,396
FIFTH THIRD BANK RETIREMENT SERVICE1 year Service code 25 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263	Directed Trustee	$37,966
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$37,865
GBQ PARTNERS10+ years Service code 10 230 WEST STREET, SUITE 700 · COLUMBUS, OH 43215	Accounting	$10,250

Plan features & details

Pension benefit codes2E2G2J2R3B

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$125K

$368 / participant

Recordkeeping$38K30.2%
Investment mgmt$39K31.4%
Other / not subdivided$48K38.4%

% of EOY assets

0.063%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MELLOTT & MELLOTT PLL
Auditor EIN: 316063298
Audit fees: $10,250
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$405,786

$106,230+282.0%

$147,080+175.9%

$77,736+422.0%

Participation rate

100.0%

78.4%+21.6pp

82.2%+17.8pp

70.6%+29.4pp

Annual return

177.03%

56.91%+120.1pp

420.17%-243.1pp

31.26%+145.8pp

Employer contribution / active EE

$14,888

$4,072+265.6%

$4,933+201.8%

$2,728+445.8%

Participant deferral / active EE

$12,588

$8,001+57.3%

$8,066+56.1%

$4,651+170.7%

Admin fee / account holder

$256

$338-24.3%

$12,989-98.0%

$433-40.9%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER ADVISORY GROUP, LLC

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$39,396

FIFTH THIRD BANK RETIREMENT SERVICE1 year

Service code 25

38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263

Directed Trustee

$37,966

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER ANNUITY INSURANCE COMPANY

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$37,865

GBQ PARTNERS10+ years

Service code 10

230 WEST STREET, SUITE 700 · COLUMBUS, OH 43215

Accounting

$10,250

BRICKER GRAYDON LLP RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRICKER GRAYDON LLP 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