Retirement plan

BRIDGE HOUSING CORPORATION 403(B) RETIREMENT PLAN

Name: BRIDGE HOUSING CORPORATION - BRIDGE HOUSING CORPORATION 403(B) RETIREMENT PLAN (2018) Form 5500
Creator: BRIDGE HOUSING CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRIDGE HOUSING CORPORATION 403(B) RETIREMENT PLAN, BRIDGE HOUSING CORPORATION

BRIDGE HOUSING CORPORATIONEIN 94-2827909Plan #001PY 2018

600 CALIFORNIA STREET, SUITE 900 - SAN FRANCISCO, CA 94108415-321-3570bridgehousing.comLinkedIn201-500 employeesreal estate

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$24.8M

-5.4% from 2017

Total participants

617

+3.5% from 2017

Average account balance

$41,673

-10.0% from 2017

Annual return

-5.13%

-23.11 pp from 2017

Benchmarks

See 1,182 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants250-999

Cohort1,182 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$46.49M

Not enough data

1 years with asset history on file

Average account balance

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

$60K

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.

775

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.

94.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.30M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+13.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19

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
NEWPORT GROUP, INC.4+ years Service code 13 · EIN 27-2037969	Contract Administrator	$22,365

Plan features & details

Pension benefit codes2F2G2J2L2R2T3F

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$21K

$56 / participant

Contract admin$21K100.0%

% of EOY assets

0.083%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: COHNREZNICK, LLP
Auditor EIN: 221478099
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$41,673

$56,443-26.2%

$83,831-50.3%

$55,725-25.2%

Participation rate

94.3%

72.0%+22.3pp

76.1%+18.2pp

70.9%+23.5pp

Annual return

-5.13%

393.67%-398.8pp

850.99%-856.1pp

244.93%-250.1pp

Employer contribution / active EE

$3,319

$2,682+23.8%

$3,631-8.6%

$2,078+59.7%

Participant deferral / active EE

$3,572

$2,965+20.5%

$4,082-12.5%

$3,356+6.5%

Admin fee / account holder

$35

$156-77.7%

$5,479-99.4%

$115-69.8%

Provider

Service type

Compensation

NEWPORT GROUP, INC.4+ years

Service code 13 · EIN 27-2037969

Contract Administrator

$22,365

BRIDGE HOUSING CORPORATION 403(B) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRIDGE HOUSING CORPORATION 403(B) RETIREMENT 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