Sitzmann, Morris & Lavis, Inc.
71
Plan:
Sitzmann Companies Retirement Plan
26
62
90
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 19 point difference between this plan's BrightScope Rating (71) and the top rated plan (90) could equate to:
[How is this calculated?]
[How is this calculated?]
12 additional years of work Up to $89,500 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
Sitzmann Companies Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 71. This plan is in the top 15% of plans for Account Balances, Salary Deferral, and Total Plan Cost. Sitzmann Companies Retirement Plan currently has fewer than 100 active participants and over $7.8M in plan assets.
Retirement Plan Details
| Address |
One Kaiser Plaza Suite 1101
Oakland, CA 94612 |
| Industry | Insurance Agencies and Brokerages |
| Administrator | Terri Kloppenburg |
| Net Plan Assets | $7,810,000 |
| Total Participants | 95 |
| Avg Account Balance | $84,000 |
Compare Other Companies in Peer Group
| Keller Williams Realty | 78.6 |
| The Capital Group Companies | 76.5 |
| Marquette Savings Bank | 76.1 |
| HF Financial | 63.9 |
| August Home Publishing Company | 59.3 |
| CCMSI Holdings | 54.7 |
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