Exceptional Persons, Inc.
59
Plan:
Retirement Plan For Employees Of Exceptional Persons, Inc.
19
51
79
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 (59) and the top rated plan (79) could equate to:
[How is this calculated?]
[How is this calculated?]
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
Retirement Plan For Employees Of Exceptional Persons, Inc. is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 59. This plan is in the top 35% of plans for Participation Rate and Total Plan Cost. Retirement Plan For Employees Of Exceptional Persons, Inc. currently has over 200 active participants and over $4.0M in plan assets.
Retirement Plan Details
| Address |
760 Ansborough Ave
Waterloo, IA 50701-5714 |
| Industry | Health Care and Social Assistance |
| Administrator | Christopher Sparks |
| Net Plan Assets | $3,950,000 |
| Total Participants | 290 |
| Avg Account Balance | $14,000 |
Compare Other Companies in Peer Group
| Rutland County Community Services | 56.4 |
| Boys Town of Missouri | 54.9 |
| United Community Action Program | 52.6 |
| Access Services | 52.2 |
| The Herkimer County A.R.C. | 41.4 |
| Family Resources | 38.7 |
Top 3 Funds in this 401k
| 1. | Invesco Stable Value Fund | 15% |
| 2. | Vanguard Target Retirement 2015 | 13% |
| 3. | American Funds Growth Fund of America | 10% |
Plan Service Providers
| Auditor | Hogan-Hansen, P.C. |
| Corporate Trustee | Community National Bank |
| Insurance Carrier | Mutual of America |
| Insurance Advisor/Broker | Paul Wierzba |
| Insurance Advisor/Broker | Broc Berge |
| Insurance Advisor/Broker | Patrick Ring |
| Insurance Advisor/Broker | James Clement |
| Insurance Advisor/Broker | Christopher Reed |



Comments