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Company:
The Leavitt Group Enterprises, Inc.
Plan:
The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan
 

The Leavitt Group Enterprises, Inc.

61 Plan: The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan

 
 
61
39
73
89
0
10
20
30
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100
For the average 401k participant, the 28 point difference between this plan's BrightScope Rating (61) and the top rated plan (89) could equate to:
[How is this calculated?]
15 additional years of work
Up to $182,700 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

The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan is a defined contribution plan with a profit-sharing component, 401k feature, and ESOP component. This plan has a BrightScope Rating of 61. This plan is in the top 15% of plans for Investment Menu Quality. The Leavitt Group Profit Sharing and Retirement Savings Employee Stock Ownership Plan currently has over 1,400 active participants and over $56.4M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
113
Plan Average: 24
Top 3 Funds in this 401k
1. John Hancock Funds II Lifestyle Balanced 15%
2. The Leavitt Group, Inc. Common Stock 9%
3. John Hancock Funds II Lifestyle Growth 9%

 Retirement Plan Details

Address P.O. Box 130
Cedar City, UT 84721 
Industry Insurance Agencies and Brokerages
Administrator Mark G. Kenney
Net Plan Assets $56,400,000
Total Participants 1,500
Avg Account Balance $57,000

 Compare Other Companies in Peer Group

Marsh & McLennan Companies 75.7
Maguire Insurance Agency 72.0
Meadowbrook 69.2
Southwest Business 65.4
Keenan & Associates 61.9
ZC Sterling 61.4

  Plan Service Providers

Insurance Carrier John Hancock
Insurance Advisor/Broker Cambridge Investment Research
Insurance Advisor/Broker LPL Financial Corp. (NRP)
Recordkeeper John Hancock
Auditor Hinton, Burdick, Hall & Spiker,PLLC

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