Overview

Plan Rating

BrightScope Rating
54
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (31)
Average in Peer Group (54)
Highest in Peer Group (83)

Plan Description

SYR Service Company, LLC 401k Profit Sharing Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 54. This plan is in the top 15% of plans for Participation Rate. SYR Service Company, LLC 401k Profit Sharing Plan and Trust currently has over 100 active participants and over $1.7M in plan assets.

Did you know?

For the average 401k participant, the 29 point difference between this plan's BrightScope Rating (54) and the top rated plan (83) could equate to:
13
Additional years of work
154,659
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 900 San Ysidro Lane
  • Location
    Santa Barbara , CA
  • 93108
  • Industry
    Hotels (except Casino Hotels) and Motels
  • Administrator
    Martin Minev
  • Net Plan Assets
    $1,740,000
  • Total Participants
    160
  • Avg Account Balance
    $11,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Poor

Performance

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

Design

Total Plan Cost:
Low Fees
Company Generosity:
Below Avg.

Performance

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

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

22

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
JPMorgan SmartRetirement 15%
17%
Vanguard 500 Index 12%
21%
Goldman Sachs Small/Mid Cap Growth 11%
21%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Provider

SERVICE PROVIDER
Auditor
Bennett Thrasher Pc

Articles and Questions

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