Retirement plan

BRYN MAWR RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF

Name: THE BRYN MAWR SCHOOL FOR GIRLS OF BALTIMORE CITY, INC. - BRYN MAWR RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF (2019) Form 5500
Creator: THE BRYN MAWR SCHOOL FOR GIRLS OF BALTIMORE CITY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRYN MAWR RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF, THE BRYN MAWR SCHOOL FOR GIRLS OF BALTIMORE CITY, INC.

THE BRYN MAWR SCHOOL FOR GIRLS OF BALTIMORE CITY, INC.EIN 52-0258140Plan #001PY 2019

109 W. MELROSE AVENUE - BALITMORE, MD 21210410-323-8800LinkedIn201-500 employeesprimary/secondary education

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$38.3M

+16.4% from 2018

Total participants

507

-13.9% from 2018

Average account balance

$76,060

+14.1% from 2018

Annual return

17.30%

+21.37 pp from 2018

Benchmarks

See 1,482 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants100-249

Cohort1,482 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$50.68M

Not enough data

1 years with asset history on file

Average account balance

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

$99K

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.

511

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.

91.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.31M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+12.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$167

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
TIAA3 years Service code 15 · EIN 13-1624203	Recordkeeping	$58,794
GLOBAL RETIREMENT PARTNERS LLC1 year Filed as: GLOBAL RETIREMENT PARTNERS Service code 20 · EIN 47-1411118	Trustee (individual)	$22,497

Plan features & details

Pension benefit codes2F2L2S2T

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).
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract 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

$81K

$382 / participant

Contract admin$81K100.0%

% of EOY assets

0.212%

all-in expense ratio

Categories reported

1 / 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: WEYRICH, CRONIN AND SORRA
Auditor EIN: 814643077
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$76,060

$60,795+25.1%

$69,483+9.5%

$65,186+16.7%

Participation rate

98.6%

74.9%+23.7pp

74.6%+24.0pp

70.2%+28.4pp

Annual return

17.30%

17.46%-0.2pp

28.99%-11.7pp

29.39%-12.1pp

Employer contribution / active EE

$3,271

$2,452+33.4%

$2,780+17.7%

$2,177+50.3%

Participant deferral / active EE

$5,516

$3,162+74.5%

$3,537+56.0%

$3,514+57.0%

Admin fee / account holder

$161

$314-48.6%

$3,841-95.8%

$847-81.0%

Provider

Service type

Compensation

TIAA3 years

Service code 15 · EIN 13-1624203

Recordkeeping

$58,794

GLOBAL RETIREMENT PARTNERS LLC1 year

Filed as: GLOBAL RETIREMENT PARTNERS

Service code 20 · EIN 47-1411118

Trustee (individual)

$22,497

BRYN MAWR RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRYN MAWR RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF

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