Overview

Plan Rating

BrightScope Rating
81
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (13)
Average in Peer Group (75)
Highest in Peer Group (91)

Plan Description

Levi, Ray & Shoup, Inc. 401k Matching Contribution Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 81. This plan is in the top 15% of plans for Account Balances, Company Generosity, and Salary Deferral. Levi, Ray & Shoup, Inc. 401k Matching Contribution Plan currently has over 600 active participants and over $122.6M in plan assets.

Did you know?

For the average 401k participant, the 10 point difference between this plan's BrightScope Rating (81) and the top rated plan (91) could equate to:
8
Additional years of work
78,056
Lost 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. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2019
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 2401 West Monroe Street
  • Location
    Springfield , IL
  • 62704-1439
  • Industry
    Software Publishers
  • Net Plan Assets
    $123,000,000
  • Total Participants
    600
  • Avg Account Balance
    $240,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

Participation Rate:
Average
Salary Deferrals:
Great
Account Balance:
Great

Design

Total Plan Cost:
Average Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Great
Account Balance:
Great

Peer Group Plans

Company Rating
Informatica LLC 86.4
Airplane Tariff Publishing Company 83.9
John Wiley & Sons 83.2
Wrike 76.4
Scholastic 67.7
Solo Printing, LLC 63.3

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

34

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Wells Fargo Stable Return Trust 15%
N/A
American Funds Growth Fund of America 11%
23%
iShares S&P 500 Index 11%
7%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Recordkeeper
Bank of America Merrill Lynch
Auditor
Sikich LLP

Articles and Questions

Boeing Plan Report (Updated)

Boeing Fee Settlement Highlights the High Bar for Large Plans

Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

Why Do Investment Expenses Matter?
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