Retirement plan

BROWNSTONE GROUP INC 401K PLAN

Name: THE BROWNSTONE GROUP INC - BROWNSTONE GROUP INC 401K PLAN (2020) Form 5500
Creator: THE BROWNSTONE GROUP INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BROWNSTONE GROUP INC 401K PLAN, THE BROWNSTONE GROUP INC

THE BROWNSTONE GROUP INCEIN 76-0667202Plan #001PY 2020

6517 MAPLERIDGE - HOUSTON, TX 77081713-432-7753thebrownstonegroup.netLinkedIn51-200 employeesreal estate

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5M

+27.2% from 2019

Total participants

+25.7% from 2019

Average account balance

$56,368

+1.2% from 2019

Annual return

14.39%

-16.03 pp from 2019

Benchmarks

See 508 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants25-99

Cohort508 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.38M

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

224

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

$1.40M

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

+12.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$135

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

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 codes2E2J2F2G3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$187K

$2754 / participant

Other / not subdivided$187K100.0%

% of EOY assets

3.776%

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

$56,368

$95,762-41.1%

$379,746-85.2%

$79,856-29.4%

Participation rate

100.0%

74.0%+26.0pp

78.4%+21.6pp

69.6%+30.4pp

Annual return

14.39%

18.26%-3.9pp

34.90%-20.5pp

31.71%-17.3pp

Employer contribution / active EE

$4,506

$2,695+67.2%

$3,540+27.3%

$2,471+82.3%

Participant deferral / active EE

$5,178

$4,705+10.1%

$6,024-14.0%

$3,741+38.4%

Admin fee / account holder

$2,128

$6,745-68.4%

$7,927-73.2%

$5,306-59.9%

BROWNSTONE GROUP INC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BROWNSTONE GROUP INC 401K 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