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Company:
Elite Brokerage Services, Inc.
Plan:
Elite Brokerage Services, Inc. Profit Sharing Plan
 

Elite Brokerage Services, Inc.

71 Plan: Elite Brokerage Services, Inc. Profit Sharing Plan

 
 
71
13
70
88
0
10
20
30
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60
70
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100
For the average 401k participant, the 17 point difference between this plan's BrightScope Rating (71) and the top rated plan (88) could equate to:
[How is this calculated?]
10 additional years of work
Up to $137,300 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

Elite Brokerage Services, Inc. Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 71. This plan is in the top 15% of plans for Salary Deferral. Elite Brokerage Services, Inc. Profit Sharing Plan currently has over 100 active participants and over $4.5M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
29
Plan Average: 24
Largest Funds in this 401k: based on % allocation of assets
1. American Funds Growth Fund of America 13%
2. American Funds Washington Mutual 9%
3. American Funds Capital World Growth and Income 7%

 Retirement Plan Details

Address 191 Sheree Blvd.
Exton, PA 19341 
Industry Insurance Agencies and Brokerages
Administrator Russell Naylor
Net Plan Assets $4,520,000
Total Participants 120
Avg Account Balance $50,000

 Compare Other Companies in Peer Group

Insurance Management Services 72.4
AHM Financial Group, LLC 72.3
J.M. Wilson 65.5
UIG 64.0
AmFed Companies, LLC 59.9
APWU - Health Plan 58.7

  Plan Service Providers

Administration Lincoln Financial
Auditor Rainer & Company

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