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LYONS & COMPANY, INC. MULTIPLE EMPLOYER PLAN

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Plan General Information

LYONS & COMPANY, INC. MULTIPLE EMPLOYER PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of LYONS & COMPANY, INC. MULTIPLE EMPLOYER PLAN is $71,909,870.00.This plan was established in 2008.

LYONS & COMPANY, INC. MULTIPLE EMPLOYER PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in LYONS & COMPANY, INC. MULTIPLE EMPLOYER PLAN is 4589

LYONS & COMPANY, INC. MULTIPLE EMPLOYER PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for LYONS & COMPANY, INC. MULTIPLE EMPLOYER PLAN is $15,670.00

LYONS & COMPANY, INC. MULTIPLE EMPLOYER PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for LYONS & COMPANY, INC. MULTIPLE EMPLOYER PLAN is $1,725.00.

LYONS & COMPANY, INC. MULTIPLE EMPLOYER PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in LYONS & COMPANY, INC. MULTIPLE EMPLOYER PLAN is approximately $718.00
Investing in this additonal $718.00 for 20 years would give you extra $45,981.00, assuming a 10% annual return.

LYONS & COMPANY, INC. MULTIPLE EMPLOYER PLAN Total Employer Contribution and Match Rate

In 2023, LYONS & COMPANY, INC. MULTIPLE EMPLOYER PLAN allocates $3,297,037.00 to match its employees' contributions, providing an employer match rate of 44.53% of their contributions

LYONS & COMPANY, INC. MULTIPLE EMPLOYER PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of LYONS & COMPANY, INC. MULTIPLE EMPLOYER PLAN is 19.91%.

LYONS & COMPANY, INC. MULTIPLE EMPLOYER PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for LYONS & COMPANY, INC. MULTIPLE EMPLOYER PLAN is 10.62%. This measures the effectiveness of the plan participants' investments in the year.

LYONS & COMPANY, INC. MULTIPLE EMPLOYER PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of LYONS & COMPANY, INC. MULTIPLE EMPLOYER PLAN is 0.94%.

Enrollment Features

LYONS & COMPANY, INC. MULTIPLE EMPLOYER PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.

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