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.
Employer 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 | $323,458-100.0% | $282,424-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 40.6%-40.6pp | 27.9%-27.9pp | 27.7%-27.7pp |
| Annual return | 10.03% | 3.54%+6.5pp | 3.87%+6.2pp | 15.59%-5.6pp |
| Employer contribution / active EE | $8,034 | $31,139-74.2% | $28,590-71.9% | $33,256-75.8% |
| Participant deferral / active EE | $0 | $0 | $13-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $13,003-100.0% | $8,735-100.0% | $21,009-100.0% |