Lee Financial Corporation New Comparability 401k Psp

Wealthminder's Take

Lee Financial Corporation New Comparability 401k Psp at Lee Financial Corporation in the Finance and Insurance industry has an unknown number of investment options, and a total of $4,749,647.00 in assets. With 61 participants, the Lee Financial Corporation New Comparability 401k Psp has an average balance per participant of $77,863.07.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
5
33
Your Plan
83

The Wealthminder rating is a quantitative scoring of 401k plans based on information submitted in regulatory filing documents. The rating was developed by Wealthminder and benchmarks a company's 401k plan against other plans in its industry peer group.

Wealthminder designed the rating to help employees to evaluate the relative quality of their employer's 401k plan, as well as for administrators to identify areas where they can make improvements.

Component Rating
Score
Total Plan Cost
53
Company Match Level
8
Employee Participation Rate
37
Employee Contribution Level
17
Average Balance Size
38
Lee Financial Corporation Details
Address
12222 Merit Drsuite 1500
Dallas, TX 75251-3289
Telephone
972-960-1001
Total Assets
$4,749,647.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
61
Plan Investment Options
This information is not available for this plan
Service Providers
This information is not available for this plan
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