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Company:
Fox Communities Credit Union
Plan:
Fox Communities Credit Union Capital Accumulation Plan
 

Fox Communities Credit Union

66 Plan: Fox Communities Credit Union Capital Accumulation Plan

 
 
66
37
65
82
0
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For the average 401k participant, the 16 point difference between this plan's BrightScope Rating (66) and the top rated plan (82) could equate to:
[How is this calculated?]
7 additional years of work
Up to $135,300 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.

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 Plan Component Ratings

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Retirement Plan Description

Fox Communities Credit Union Capital Accumulation Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 66. This plan is in the top 15% of plans for Participation Rate. Fox Communities Credit Union Capital Accumulation Plan currently has over 200 active participants and over $8.2M in plan assets.

 Retirement Plan Details

Address 3401 E Calumet St
Appleton, WI 54915-4757 
Industry Credit Unions
Administrator Bruce Kotarek
Net Plan Assets $8,220,000
Total Participants 260
Avg Account Balance $31,000

 Compare Other Companies in Peer Group

Achieva Credit Union 69.0
Anheuser Busch Employees Credit Union 66.5
Numerica Credit Union 64.1
SELCO Community Credit Union 63.5
Ascend Federal Credit Union 61.6
LBS Financial Credit Union 50.1

 Top 3 Funds in this 401k

1. CUNA Aggressive Allocation 20%
2. Vanguard Institutional Index 16%
3. Vanguard Extended Market Index 15%

  Plan Service Providers

Auditor Wipfli, LLP
Recordkeeper CUNA Mutual Insurance Society

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