BrightScope Rating
Company:
F. Korbel & Bros., Inc.
Plan:
F. Korbel & Bros., Inc. 401k Retirement Plan
F. Korbel & Bros., Inc.
73
Plan:
F. Korbel & Bros., Inc. 401k Retirement Plan
8
55
87
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 14 point difference between this plan's BrightScope Rating (73) and the top rated plan (87) could equate to:
[How is this calculated?]
[How is this calculated?]
9 additional years of work Up to $270,100 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.
Plan Description
F. Korbel & Bros., Inc. 401k Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 73, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Company Generosity, Participation Rate, Total Plan Cost, Investment Menu Quality, and Account Balances. F. Korbel & Bros., Inc. 401k Retirement Plan currently has over 400 active participants and over $32.0M in plan assets.
Plan Details
| Address | 13250 River Road Guerneville, CA 95446 |
| Industry | Wineries |
| Administrator | Matthew Healey |
| Net Plan Assets | $32,000,000 |
| Total Participants | 520 |
| Avg Account Balance | $62,000 |
Top 3 Investment Holdings
| 1. | Vanguard 500 Index | 16% |
| 2. | Vanguard Retirement Savings Trust | 12% |
| 3. | Vanguard Total Bond Market Index | 11% |
Other Companies in Peer Group
| The Wine Group | 75.2 |
| Grande Cheese Company | 72.3 |
| Hubbard Feeds | 70.9 |
| R.M. Palmer Company | 62.0 |
| Clougherty Packing, LLC | 57.6 |
| Admiral Beverage | 48.5 |
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