Retirement plan

BRINKERHOFF & REVENIG, PC PROFIT SHARING PLAN

Name: BRINKERHOFF REVENIG & CORRIGAN, PC - BRINKERHOFF & REVENIG, PC PROFIT SHARING PLAN (2018) Form 5500
Creator: BRINKERHOFF REVENIG & CORRIGAN, PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRINKERHOFF & REVENIG, PC PROFIT SHARING PLAN, BRINKERHOFF REVENIG & CORRIGAN, PC

BRINKERHOFF REVENIG & CORRIGAN, PCEIN 84-1035533Plan #001PY 2018

1873 S. BELLAIRE ST, SUITE 1000 - DENVER, CO 80222303-757-8000brcpa.comLinkedIn11-50 employeesaccounting

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$3.8M

+1.5% from 2017

Total participants

+15.4% from 2017

Average account balance

$269,274

-5.7% from 2017

Annual return

-5.60%

-22.18 pp from 2017

Benchmarks

See 116,760 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,760 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.90M

Not enough data

1 years with asset history on file

Average account balance

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

$445K

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.

157.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$130K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+12.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$232875

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 codes2E2J

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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$4K

$292 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.109%

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

$269,274

$138,072+95.0%

$123,549+117.9%

$135,382+98.9%

Participation rate

92.9%

84.7%+8.1pp

82.3%+10.6pp

82.6%+10.2pp

Annual return

-5.60%

153.69%-159.3pp

119.20%-124.8pp

519.77%-525.4pp

Employer contribution / active EE

$12,824

$5,152+148.9%

$4,628+177.1%

$4,779+168.4%

Participant deferral / active EE

$6,406

$6,799-5.8%

$6,426-0.3%

$5,609+14.2%

Admin fee / account holder

$292

$10,917-97.3%

$9,284-96.9%

$10,829-97.3%

BRINKERHOFF & REVENIG, PC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRINKERHOFF & REVENIG, PC PROFIT SHARING 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