Retirement plan

BROULIM'S EMPLOYEE STOCK OWNERSHIP PLAN

Name: BROULIM'S SUPER MARKET, INC. - BROULIM'S EMPLOYEE STOCK OWNERSHIP PLAN (2023) Form 5500
Creator: BROULIM'S SUPER MARKET, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BROULIM'S EMPLOYEE STOCK OWNERSHIP PLAN, BROULIM'S SUPER MARKET, INC.

BROULIM'S SUPER MARKET, INC.EIN 82-0185104Plan #005PY 2023

182 N STATE ST - RIGBY, ID 834421444208-745-7771LinkedIn201-500 employeessupermarkets

Other plans on this EIN

1 filing

#004Retirement--

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$15.6M

+12.3% from 2022

Total participants

684

+6.5% from 2022

Average account balance

$23,831

+10.2% from 2022

Annual return

0.54%

+6.60 pp from 2022

Benchmarks

See 1,316 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants250-999

Cohort1,316 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$23.80M

Not enough data

1 years with asset history on file

Average account balance

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

$31K

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.

777

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.

95.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.46M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+29.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18

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 1 by compensation

Provider	Service type	Compensation
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA ADVISORS, LLC Service code 28 · EIN 84-0858799	Investment Management	$9,801

Plan features & details

Pension benefit codes2I2K2P2Q3I

Plan features

2I
Stock bonus
Stock bonus plan.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$10K

$19 / participant

Investment mgmt$10K100.0%

% of EOY assets

0.063%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WIPFLI LLP
Auditor EIN: 390758449
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$23,831

$53,165-55.2%

$86,235-72.4%

$74,473-68.0%

Participation rate

94.3%

64.9%+29.5pp

69.0%+25.4pp

70.7%+23.6pp

Annual return

0.54%

22.64%-22.1pp

1170.03%-1169.5pp

34.36%-33.8pp

Employer contribution / active EE

$3,267

$1,210+170.0%

$2,381+37.2%

$2,638+23.8%

Participant deferral / active EE

$3,234-100.0%

$3,987-100.0%

$4,530-100.0%

Admin fee / account holder

$15

$551-97.3%

$6,856-99.8%

$347-95.7%

Provider

Service type

Compensation

CETERA ADVISOR NETWORKS LLC3 years

Filed as: CETERA ADVISORS, LLC

Service code 28 · EIN 84-0858799

Investment Management

$9,801

BROULIM'S EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BROULIM'S EMPLOYEE STOCK OWNERSHIP 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