Filed February 20, 2018
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| Provider | Service type | Compensation |
|---|---|---|
SIMON LEVER LLC1 year Filed as: SIMON QUICK ADVISORS Service code 27 360 MOUNT KEMBLE AVENUE · MORRISTOWN, NJ 07960 | Advisory (Plan) | $63,099 |
PENCHECKS2 years Filed as: PENCHECKS TRUST Service code 49 8580 LA MESA BLVD STE 100 · LA MESA, CA 91942 | Other Services | $7,404 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $340,597-100.0% | $328,890-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 48.7%-48.7pp | 41.1%-41.1pp | 35.7%-35.7pp |
| Annual return | 10.03% | 8.34%+1.7pp | 8.43%+1.6pp | 15.19%-5.2pp |
| Employer contribution / active EE | $8,034 | $30,496-73.7% | $29,249-72.5% | $34,877-77.0% |
| Participant deferral / active EE | $0 | $11-100.0% | $13-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $11,069-100.0% | $10,081-100.0% | $50,584-100.0% |