Citadel Federal Credit Union

69 Plan:

69

31

66

86

0

10

20

30

40

50

60

70

80

90

100

For the average 401k participant, the 17 point difference between this plan's BrightScope Rating (69) and the top rated plan (86) could equate to:
[How is this calculated?]

9 additional years of work

Up to $118,400 in lost retirement 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.

Retirement Plan Description

Citadel Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 69. This plan is in the top 35% of plans for Company Generosity, Participation Rate, and Total Plan Cost. Citadel Retirement Plan currently has over 300 active participants and over $16.1M in plan assets.

Investment Menu Statistics

No. of Investment Options

39

Plan Average: 24

Top 3 Funds in this 401k

1.	Fidelity Freedom 2020	15%
2.	Fidelity Freedom 2035	11%
3.	Fidelity Freedom 2025	8%

Plan Component Ratings

Total Plan Cost Low Fees

Company Generosity Above Average

Design Components

Participation Rate Above Average

Salary Deferrals Average

Account Balances Average

Performance Components

Retirement Plan Details

Address	520 Eagleview Blvd Exton, PA 19341
Industry	Credit Unions
Administrator	Rosemary Helm
Net Plan Assets	$16,100,000
Total Participants	400
Avg Account Balance	$42,000

Compare Other Companies in Peer Group

Alliant Credit Union	74.7
University Federal Credit Union	72.8
University of Wisconsin Credit Union	72.5
Empower Federal Credit Union	70.8
Coastal Federal Credit Union	65.3
Allegacy Federal Credit Union	62.2

Plan Service Provider

Auditor

Reinsel Kuntz Lesher, LLP