Retirement plan

BRIDGE INVESTMENT GROUP 401(K) RETIREMENT PLAN

Name: BRIDGE INVESTMENT GROUP LLC - BRIDGE INVESTMENT GROUP 401(K) RETIREMENT PLAN (2019) 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 2019

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$28.1M

+66.4% from 2018

Total participants

1,557

+30.4% from 2018

Average account balance

$19,076

-4.9% from 2018

Annual return

33.77%

+31.82 pp from 2018

Benchmarks

See 109 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants1,000-4,999

Cohort109 peers

Snapshot2019

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 3 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS3+ years Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044	Recordkeeping	$78,109
RESOURCES INVESTMENT ADVISORS LLC2 years Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524	Advisory (Plan)	$52,141
NATIONAL BENEFIT SERVICES, LLC3+ years Filed as: NATIONAL BENEFIT SERVICES Service code 15 · EIN 20-3886993	Recordkeeping	$37,542

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

0 tripped

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

Expense breakdown

Schedule H Part II

Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual plan.

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

$19,076

$48,072-60.3%

$182,540-89.5%

$77,775-75.5%

Participation rate

93.1%

64.3%+28.9pp

78.0%+15.1pp

73.2%+19.9pp

Annual return

33.77%

31.26%+2.5pp

148.58%-114.8pp

32.58%+1.2pp

Employer contribution / active EE

$2,622

$1,453+80.4%

$4,076-35.7%

$2,504+4.7%

Participant deferral / active EE

$3,887

$3,209+21.1%

$5,525-29.6%

$3,966-2.0%

Admin fee / account holder

-$2

$131-101.7%

$8,593-100.0%

$100-102.2%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS3+ years

Filed as: TRANSAMERICA RETIREMENT SOLUTIONS,

Service code 15 · EIN 13-3689044

Recordkeeping

$78,109

RESOURCES INVESTMENT ADVISORS LLC2 years

Filed as: RESOURCES INVESTMENT ADVISORS, INC.

Service code 27 · EIN 43-1451524

Advisory (Plan)

$52,141

NATIONAL BENEFIT SERVICES, LLC3+ years

Filed as: NATIONAL BENEFIT SERVICES

Service code 15 · EIN 20-3886993

Recordkeeping

$37,542

BRIDGE INVESTMENT GROUP 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRIDGE INVESTMENT GROUP 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