Retirement plan

SIMON WIESENTHAL CENTER, INC. PROFIT SHARING PLAN

Name: SIMON WIESENTHAL CENTER, INC. - SIMON WIESENTHAL CENTER, INC. PROFIT SHARING PLAN (2017) Form 5500
Creator: SIMON WIESENTHAL CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SIMON WIESENTHAL CENTER, INC. PROFIT SHARING PLAN, SIMON WIESENTHAL CENTER, INC.

SIMON WIESENTHAL CENTER, INC.EIN 95-3964928Plan #001PY 2017

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

Other plans on this EIN

1 filing

#003Retirement-$10.0M assets

Prospect flagsHigh cash

How to read this page

Total assets (EOY)

$10.7M

+16.4% from 2016

Total participants

129

+4.9% from 2016

Average account balance

$102,868

+14.2% from 2016

Annual return

13.08%

+12.92 pp from 2016

Benchmarks

See 3,768 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,768 peers

Snapshot2017

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 6 by compensation

Provider	Service type	Compensation
ACTUARIAL BENEFITS CORP2+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 15 · EIN 20-1054428 2790 SKYPARK DRIVE, SUITE 300 · TORRANCE, CA 90505	Recordkeeping	$4,210
MASSACHUSETTS MUTUAL LIFE INS. CO.1 year Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907	Recordkeeping	$300
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCTIATS, LLC Service code 49	Other Services	$132
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634	Securities Custodian	$16
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGANSTANLEY SMITHBARNEY LLC Service code 15 · EIN 26-4310844	Recordkeeping	$0
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381	Other Services	$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

1 tripped

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

$5K

$48 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.042%

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

$102,868

$45,050+128.3%

$63,018+63.2%

$70,126+46.7%

Participation rate

73.1%

69.5%+3.6pp

74.8%-1.7pp

69.5%+3.6pp

Annual return

13.08%

18.76%-5.7pp

87.62%-74.5pp

73.15%-60.1pp

Employer contribution / active EE

$4,879

$2,052+137.8%

$2,761+76.7%

$2,343+108.3%

Participant deferral / active EE

$2,466-100.0%

$3,330-100.0%

$3,332-100.0%

Admin fee / account holder

$43

$2,834-98.5%

$3,601-98.8%

$4,645-99.1%

Provider

Service type

Compensation

ACTUARIAL BENEFITS CORP2+ years

Filed as: ACTUARIAL BENEFITS CORP.

Service code 15 · EIN 20-1054428

2790 SKYPARK DRIVE, SUITE 300 · TORRANCE, CA 90505

Recordkeeping

$4,210

MASSACHUSETTS MUTUAL LIFE INS. CO.1 year

Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC

Service code 15 · EIN 26-1589907

Recordkeeping

$300

MORNINGSTAR1 year

Filed as: MORNINGSTAR ASSOCTIATS, LLC

Service code 49

Other Services

$132

RELIANCE TRUST COMPANY2+ years

Service code 19 · EIN 58-1428634

Securities Custodian

$16

MORGAN STANLEY SMITH BARNEY2+ years

Filed as: MORGANSTANLEY SMITHBARNEY LLC

Service code 15 · EIN 26-4310844

Recordkeeping

MORNINGSTAR1 year

Filed as: MORNINGSTAR ASSOCIATES, LLC

Service code 49 · EIN 36-4317381

Other Services

SIMON WIESENTHAL CENTER, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SIMON WIESENTHAL CENTER, 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