Securities Finance Trust Company

79
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
79
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (50)
Average in Peer Group (76)
Highest in Peer Group (91)

Plan Description

eSecLending Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 79. This plan is in the top 15% of plans for Participation Rate and Salary Deferral. eSecLending Retirement Savings Plan currently has over 100 active participants and over $8.3M in plan assets.

Did you know?

For the average 401k participant, the 12 point difference between this plan's BrightScope Rating (79) and the top rated plan (91) could equate to:
9
Additional years of work
55,165
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 12/31/2017
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 175 Federal Street 11th Floor
  • Location
    Boston , MA
  • 02110
  • Industry
    Finance and Insurance
  • Administrator
    Jill Carey
  • Sponsor
    Richard Piccolo
  • Net Plan Assets
    $8,330,000
  • Total Participants
    120
  • Avg Account Balance
    $72,000

Plan Components

Component Ratings

Design

Total Plan Cost:
High Fees
Company Generosity:
Average

Performance

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

Design

Total Plan Cost:
Average Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Great
Salary Deferrals:
Great
Account Balance:
Great
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

20

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Prudential S&P 500 Index 17%
N/A
American Funds EuroPacific Growth 13%
N/A
JPMorgan Large Cap Growth 8%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
Prudential
Investment Adviser
Pinnacle Pension Consultants, LLC
Administration
Prudential
Recordkeeper
Prudential
Auditor
Boivin & Associates, CPAS, PLLC

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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