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Company:
Siuslaw Financial Group
Plan:
Siuslaw Financial Group 401k Profit Sharing Plan
 

Siuslaw Financial Group

66 Plan: Siuslaw Financial Group 401k Profit Sharing Plan

 
 
66
17
64
86
0
10
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60
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100
For the average 401k participant, the 20 point difference between this plan's BrightScope Rating (66) and the top rated plan (86) could equate to:
[How is this calculated?]
12 additional years of work
Up to $68,300 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.

 

Retirement Plan Description

Siuslaw Financial Group 401k Profit Sharing 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 Investment Menu Quality. Siuslaw Financial Group 401k Profit Sharing Plan currently has over 100 active participants and over $7.4M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
104
Plan Average: 24
Top 3 Funds in this 401k
1. John Hancock Money Market 21%
2. John Hancock Funds II Lifestyle Growth 18%
3. John Hancock Funds II Lifestyle Balanced 13%

 
Plan Component Ratings

 Retirement Plan Details

Address 260 Country Club Rd Ste 110
Eugene, OR 97401-6026 
Industry Commercial Banking
Administrator Lindsey M. Johnson
Net Plan Assets $7,440,000
Total Participants 150
Avg Account Balance $51,000

 Compare Other Companies in Peer Group

Nicolet National Bank 74.4
American First National Bank 73.6
First National Bank & Trust Company 71.7
University Financial Corporation... 71.6
Union National Community Bank 63.2
American Central Bancorporation 53.9

  Plan Service Providers

Insurance Carrier John Hancock
Insurance Advisor/Broker Morgan Stanley
Auditor DeLap White Caldwell & Croy, LLP

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