Retirement plan

BRIDGE EDUCATIONAL FOUNDATION 401(K) PLAN

Name: BRIDGE EDUCATIONAL FOUNDATION - BRIDGE EDUCATIONAL FOUNDATION 401(K) PLAN (2019) Form 5500
Creator: BRIDGE EDUCATIONAL FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRIDGE EDUCATIONAL FOUNDATION 401(K) PLAN, BRIDGE EDUCATIONAL FOUNDATION

BRIDGE EDUCATIONAL FOUNDATIONEIN 81-0673032Plan #001PY 2019

909 GREEN ST. - HARRISBURG, PA 17102717-214-6792bridgeedu.orgLinkedIn1-10 employees

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$519K

+12.3% from 2018

Total participants

0.0% from 2018

Average account balance

$173,081

+12.3% from 2018

Annual return

6.13%

-3.63 pp from 2018

Benchmarks

See 6,050 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,050 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.14M

Not enough data

1 years with asset history on file

Average account balance

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

$379K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$49K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+13.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$173,081

$77,449+123.5%

$69,483+149.1%

$152,909+13.2%

Participation rate

100.0%

78.1%+21.9pp

74.6%+25.4pp

82.5%+17.5pp

Annual return

6.13%

39.09%-33.0pp

28.99%-22.9pp

345.46%-339.3pp

Employer contribution / active EE

$4,487

$3,316+35.3%

$2,780+61.4%

$4,764-5.8%

Participant deferral / active EE

$5,066

$4,415+14.8%

$3,537+43.2%

$5,851-13.4%

Admin fee / account holder

$6,210-100.0%

$3,841-100.0%

$11,601-100.0%

BRIDGE EDUCATIONAL FOUNDATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BRIDGE EDUCATIONAL FOUNDATION 401(K) 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