Retirement plan

SIMON WIESENTHAL CENTER, INC. PROFIT SHARING PLAN

Name: SIMON WIESENTHAL CENTER, INC. - SIMON WIESENTHAL CENTER, INC. PROFIT SHARING PLAN (2018) 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 2018

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

Other plans on this EIN

1 filing

#003Retirement-$10.1M assets

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$11.5M

+7.6% from 2017

Total participants

109

-15.5% from 2017

Average account balance

$106,551

+3.6% from 2017

Annual return

8.10%

-4.98 pp from 2017

Benchmarks

See 3,835 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,835 peers

Snapshot2018

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 4 by compensation

Provider	Service type	Compensation
LINCOLN NATIONAL CORPORATION1 year Service code 15 · EIN 35-0472300	Recordkeeping	$16,826
MORGAN STANLEY SMITH BARNEY1 year Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972	Advisory (Plan)	$11,989
ACTUARIAL BENEFITS CORP1 year Service code 17 · EIN 20-1054428	Pension Consulting	$2,324
SIMON WIESENTHAL CENTER1 year Service code 49 · EIN 96-3964928	Other Services	$1,286

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

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$16K

$215 / participant

Contract admin$16K100.0%

% of EOY assets

0.142%

all-in expense ratio

Categories reported

1 / 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

$106,551

$43,333+145.9%

$59,883+77.9%

$64,181+66.0%

Participation rate

98.7%

69.2%+29.5pp

74.7%+24.0pp

69.6%+29.1pp

Annual return

8.10%

-1.55%+9.7pp

3.46%+4.6pp

7.63%+0.5pp

Employer contribution / active EE

$5,784

$2,029+185.0%

$2,722+112.5%

$2,381+142.9%

Participant deferral / active EE

$2,547-100.0%

$3,402-100.0%

$3,470-100.0%

Admin fee / account holder

$151

$3,006-95.0%

$3,591-95.8%

$4,887-96.9%

Provider

Service type

Compensation

LINCOLN NATIONAL CORPORATION1 year

Service code 15 · EIN 35-0472300

Recordkeeping

$16,826

MORGAN STANLEY SMITH BARNEY1 year

Filed as: MORGAN STANLEY

Service code 27 · EIN 36-3145972

Advisory (Plan)

$11,989

ACTUARIAL BENEFITS CORP1 year

Service code 17 · EIN 20-1054428

Pension Consulting

$2,324

SIMON WIESENTHAL CENTER1 year

Service code 49 · EIN 96-3964928

Other Services

$1,286

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