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Company:
Hospice of Lake & Sumter, Inc.
Plan:
Hospice of Lake & Sumter, Inc. Employee Retirement Plan
 

Hospice of Lake & Sumter, Inc.

54 Plan: Hospice of Lake & Sumter, Inc. Employee Retirement Plan

 
 
54
24
58
85
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 31 point difference between this plan's BrightScope Rating (54) and the top rated plan (85) could equate to:
[How is this calculated?]
15 additional years of work
Up to $214,400 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

Hospice of Lake & Sumter, Inc. Employee Retirement Plan is a defined contribution plan. This plan has a BrightScope Rating of 54. Hospice of Lake & Sumter, Inc. Employee Retirement Plan currently has over 600 active participants and over $9.7M in plan assets.

 

 Retirement Plan Details

Address 2445 Lane Park Road
Tavares, FL 32778 
Industry Home Health Care Services
Administrator Michael Metcalf
Net Plan Assets $9,710,000
Total Participants 690
Avg Account Balance $15,000

 Top 3 Funds in this 403b

1. Vanguard Target Retirement 2015 19%
2. Vanguard Target Retirement 2025 17%
3. Vanguard Short-Term Treasury 15%

  Plan Service Providers

Investment Adviser NRP Financial
Recordkeeper Alerus Financial
Auditor Greenlee Kurras Rice & Brown Pa

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