Retirement plan

PROFIT SHARING PLAN OF SIMON WIESENTHAL CENTER, INC.

Name: SIMON WIESENTHAL CENTER, INC. - PROFIT SHARING PLAN OF SIMON WIESENTHAL CENTER, INC. (2016) Form 5500
Creator: SIMON WIESENTHAL CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PROFIT SHARING PLAN OF SIMON WIESENTHAL CENTER, INC., SIMON WIESENTHAL CENTER, INC.

SIMON WIESENTHAL CENTER, INC.EIN 95-3964928Plan #001PY 2016

1399 SOUTH ROXBURY DRIVE - LOS ANGELES, CA 900354709310-553-9036wiesenthal.comLinkedIn51-200 employeesnon-profit organization management

Prospect flagsLow returnsHigh cashLow participant contribution

How to read this page

Total assets (EOY)

$9.2M

No prior year

Total participants

123

No prior year

Average account balance

$90,093

No prior year

Annual return

0.16%

No prior year

Benchmarks

See 3,682 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,682 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.63M

Not enough data

1 years with asset history on file

Average account balance

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

$115K

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.

95.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$343K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+9.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$25634

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

Top 3 by compensation

Provider	Service type	Compensation
ACTUARIAL BENEFITS CORP1+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 15 · EIN 20-1054428 2790 SKYPARK DRIVE, SUITE 300 · TORRANCE, CA 90505	Recordkeeping	$8,979
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634	Securities Custodian	$132
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGANSTANLEY SMITHBARNEY LLC Service code 15 · EIN 26-4310844	Recordkeeping	$0

Plan features & details

Pension benefit codes2A2E2F2G3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

3 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityHigh cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.

Expense breakdown

Schedule H Part II

Admin total

$9K

$100 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.098%

all-in expense ratio

Categories reported

0 / 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: BDO USA, LLP.
Auditor EIN: 135381590
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$90,093

$39,132+130.2%

$57,196+57.5%

$62,881+43.3%

Participation rate

76.7%

70.5%+6.2pp

75.3%+1.3pp

69.3%+7.4pp

Annual return

0.16%

9.24%-9.1pp

14.59%-14.4pp

20.14%-20.0pp

Employer contribution / active EE

$4,762

$1,874+154.1%

$2,683+77.5%

$2,281+108.8%

Participant deferral / active EE

$2,374-100.0%

$3,096-100.0%

$3,203-100.0%

Admin fee / account holder

$88

$2,594-96.6%

$3,141-97.2%

$4,296-98.0%

Provider

Service type

Compensation

ACTUARIAL BENEFITS CORP1+ years

Filed as: ACTUARIAL BENEFITS CORP.

Service code 15 · EIN 20-1054428

2790 SKYPARK DRIVE, SUITE 300 · TORRANCE, CA 90505

Recordkeeping

$8,979

RELIANCE TRUST COMPANY1+ years

Service code 19 · EIN 58-1428634

Securities Custodian

$132

MORGAN STANLEY SMITH BARNEY1+ years

Filed as: MORGANSTANLEY SMITHBARNEY LLC

Service code 15 · EIN 26-4310844

Recordkeeping

PROFIT SHARING PLAN OF SIMON WIESENTHAL CENTER, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PROFIT SHARING PLAN OF SIMON WIESENTHAL CENTER, INC.

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