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Company:
Saint Johns on the Lake
Plan:
Saint Johns on the Lake Pension Benefit Plan
 

Saint Johns on the Lake

47 Plan: Saint Johns on the Lake Pension Benefit Plan

 
 
47
11
46
67
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 20 point difference between this plan's BrightScope Rating (47) and the top rated plan (67) could equate to:
[How is this calculated?]
8 additional years of work
Up to $148,100 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.

 

Retirement Plan Description

Saint Johns on the Lake Pension Benefit Plan is a defined contribution plan with a profit-sharing component. This plan has a BrightScope Rating of 47. This plan is in the top 15% of plans for Investment Menu Quality. Saint Johns on the Lake Pension Benefit Plan currently has over 100 active participants and over $1.4M in plan assets.

 

 Retirement Plan Details

Address 1840 N Prospect Ave
Milwaukee, WI 53202-1975 
Industry Health Care and Social Assistance
Administrator M. Kathleen Eilers
Net Plan Assets $1,390,000
Total Participants 100
Avg Account Balance $14,000

 Top 3 Funds in this 401k

1. Principal Equity Income 23%
2. Principal Guaranteed Interest Account 12%
3. Principal SmallCap S&P 600 Index 11%

  Plan Service Providers

Auditor Wipfli, LLP
Administration Principal Financial Group
Insurance Carrier Principal Financial Group
Insurance Advisor/Broker Tower Square Securities
Insurance Advisor/Broker Benefits, Inc.

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