Retirement plan

BRIDGE INVESTMENT GROUP 401(K) RETIREMENT PLAN

Name: BRIDGE INVESTMENT GROUP LLC - BRIDGE INVESTMENT GROUP 401(K) RETIREMENT PLAN (2017) Form 5500
Creator: BRIDGE INVESTMENT GROUP LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRIDGE INVESTMENT GROUP 401(K) RETIREMENT PLAN, BRIDGE INVESTMENT GROUP LLC

BRIDGE INVESTMENT GROUP LLCEIN 45-4084424Plan #001PY 2017

111 E SEGO LILY DRIVE, SUITE 400 - SANDY, UT 84070801-506-1141

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$13.5M

No prior year

Total participants

750

No prior year

Average account balance

$28,048

No prior year

Annual return

28.07%

No prior year

Benchmarks

See 565 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants250-999

Cohort565 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$103.96M

Not enough data

1 years with asset history on file

Average account balance

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

$39K

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.

2,660

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.

95.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$21.48M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+16.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$146

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
TRANSAMERICA RETIREMENT SOLUTIONS1+ years Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044	Recordkeeping	$38,987
NATIONAL BENEFIT SERVICES, LLC1+ years Filed as: NATIONAL BENEFIT SERVICES Service code 15 · EIN 20-3886993	Recordkeeping	$20,948
FIRST WESTERN ADVISORS1+ years Service code 27 · EIN 87-0393177	Advisory (Plan)	$16,420
INDEPENDENT FINANCIAL PARTNERS1+ years Service code 27 · EIN 59-3331424	Advisory (Plan)	$14,898

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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: LARSON & COMPANY
Auditor EIN: 870516083
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$28,048

$46,966-40.3%

$185,117-84.8%

$69,631-59.7%

Participation rate

54.9%

65.3%-10.4pp

77.3%-22.4pp

70.7%-15.8pp

Annual return

28.07%

22.36%+5.7pp

40.50%-12.4pp

27571.02%-27543.0pp

Employer contribution / active EE

$2,157

$1,360+58.6%

$4,182-48.4%

$2,032+6.1%

Participant deferral / active EE

$3,544

$3,017+17.5%

$5,045-29.8%

$3,224+9.9%

Admin fee / account holder

$94-100.0%

$8,159-100.0%

$110-100.0%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS1+ years

Filed as: TRANSAMERICA RETIREMENT SOLUTIONS,

Service code 15 · EIN 13-3689044

Recordkeeping

$38,987

NATIONAL BENEFIT SERVICES, LLC1+ years

Filed as: NATIONAL BENEFIT SERVICES

Service code 15 · EIN 20-3886993

Recordkeeping

$20,948

FIRST WESTERN ADVISORS1+ years

Service code 27 · EIN 87-0393177

Advisory (Plan)

$16,420

INDEPENDENT FINANCIAL PARTNERS1+ years

Service code 27 · EIN 59-3331424

Advisory (Plan)

$14,898

BRIDGE INVESTMENT GROUP 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BRIDGE INVESTMENT GROUP 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion