Retirement plan

BRYAN INDUSTRIAL PROPERTIES, INC. PROFIT SHARING PLAN

Name: BRYAN INDUSTRIAL PROPERTIES, INC. - BRYAN INDUSTRIAL PROPERTIES, INC. PROFIT SHARING PLAN (2018) Form 5500
Creator: BRYAN INDUSTRIAL PROPERTIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRYAN INDUSTRIAL PROPERTIES, INC. PROFIT SHARING PLAN, BRYAN INDUSTRIAL PROPERTIES, INC.

BRYAN INDUSTRIAL PROPERTIES, INC.EIN 95-2487525Plan #001PY 2018

5100 NORTH 40TH STREET - PHOENIX, AZ 85018602-438-8000

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.7M

-0.4% from 2017

Total participants

+5.9% from 2017

Average account balance

$243,555

-7.1% from 2017

Annual return

6.34%

+2.49 pp from 2017

Benchmarks

See 15,190 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,190 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.23M

Not enough data

1 years with asset history on file

Average account balance

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

$389K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$387K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+4.38%

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 codes2E2F2G2T

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.
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.

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

$500K

$33320 / participant

Other / not subdivided$500K100.0%

% of EOY assets

13.681%

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

$243,555

$211,946+14.9%

$169,452+43.7%

$135,380+79.9%

Participation rate

80.0%

82.6%-2.6pp

77.8%+2.2pp

82.6%-2.6pp

Annual return

6.34%

3.26%+3.1pp

1.83%+4.5pp

519.81%-513.5pp

Employer contribution / active EE

$16,459

$5,117+221.6%

$4,157+295.9%

$4,779+244.4%

Participant deferral / active EE

$6,075-100.0%

$5,277-100.0%

$5,609-100.0%

Admin fee / account holder

$33,320

$11,472+190.5%

$9,110+265.8%

$10,828+207.7%

BRYAN INDUSTRIAL PROPERTIES, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRYAN INDUSTRIAL PROPERTIES, INC. 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