Retirement plan

BROWN, CROFT & FRAZIER, P. A. PENSION PLAN

Name: BROWN, CROFT & FRAZIER, P.A. - BROWN, CROFT & FRAZIER, P. A. PENSION PLAN (2015) Form 5500
Creator: BROWN, CROFT & FRAZIER, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BROWN, CROFT & FRAZIER, P. A. PENSION PLAN, BROWN, CROFT & FRAZIER, P.A.

BROWN, CROFT & FRAZIER, P.A.EIN 52-1362611Plan #001PY 2015

2002 MEDICAL PARKWAY, SUITE 235 - ANNAPOLIS, MD 21401410-266-2770LinkedIn11-50 employeesmedical practice

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$24.9M

No prior year

Total participants

No prior year

Average account balance

$959,122

No prior year

Annual return

0.15%

No prior year

Benchmarks

See 15,767 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort15,767 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$50.38M

Not enough data

1 years with asset history on file

Average account balance

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

$1.5M

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.

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.

117.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.63M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$58K

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

+17.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4636

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2T2C3D2F

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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).
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$3.0M

$114446 / participant

Other / not subdivided$3M100.0%

% of EOY assets

11.932%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$959,122

$75,832+1164.8%

$147,617+549.7%

$59,633+1508.4%

Participation rate

100.0%

71.6%+28.4pp

84.6%+15.4pp

68.7%+31.3pp

Annual return

0.15%

0.37%-0.2pp

61.98%-61.8pp

2041.45%-2041.3pp

Employer contribution / active EE

$32,630

$3,485+836.3%

$5,564+486.4%

$2,203+1381.4%

Participant deferral / active EE

$3,131-100.0%

$4,895-100.0%

$3,192-100.0%

Admin fee / account holder

$114,446

$5,986+1812.0%

$11,612+885.6%

$4,297+2563.4%

BROWN, CROFT & FRAZIER, P. A. PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BROWN, CROFT & FRAZIER, P. A. PENSION 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