Palm Desert Investments
54
Plan:
Palm Desert Investments Employee Stock Ownership Plan and Trust
13
58
82
0
10
20
30
40
50
60
70
80
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100
For the average 401k participant, the 28 point difference between this plan's BrightScope Rating (54) and the top rated plan (82) could equate to:
[How is this calculated?]
[How is this calculated?]
12 additional years of work Up to $228,700 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
Palm Desert Investments Employee Stock Ownership Plan and Trust is a defined contribution plan with a stock bonus component and ESOP component. This plan has a BrightScope Rating of 54. This plan is in the top 35% of plans for Company Generosity and Total Plan Cost. Palm Desert Investments Employee Stock Ownership Plan and Trust currently has over 200 active participants and over $8.4M in plan assets.
Retirement Plan Details
| Address |
73745 El Paseo
Palm Desert, CA 92260-4328 |
| Industry | Offices of Bank Holding Companies |
| Administrator | Rhonda Swanson |
| Net Plan Assets | $8,430,000 |
| Total Participants | 250 |
| Avg Account Balance | $34,000 |
Compare Other Companies in Peer Group
| Women's Health USA | 79.3 |
| Cordillera | 71.5 |
| The Springs Company | 70.9 |
| Hill Top Research | 64.5 |
| Flushing Financial | 59.8 |
| Marshfield Investment Company | 57.6 |
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