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Company:
Harborstone Credit Union
Plan:
Harborstone Credit Union Employee Retirement Savings Plan
 

Harborstone Credit Union

73 Plan: Harborstone Credit Union Employee Retirement Savings Plan

 
 
73
29
65
84
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 11 point difference between this plan's BrightScope Rating (73) and the top rated plan (84) could equate to:
[How is this calculated?]
7 additional years of work
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

Harborstone Credit Union Employee Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 73, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Company Generosity. Harborstone Credit Union Employee Retirement Savings Plan currently has over 200 active participants and over $17.7M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
26
Plan Average: 24
Top 3 Funds in this 401k
1. ING Fixed Account 19%
2. Pioneer Fund 12%
3. ING Intermediate Bond 7%

 Retirement Plan Details

Address Po Box 4207
Tacoma, WA 98438-0207 
Industry Credit Unions
Administrator Steve Crosby
Net Plan Assets $17,700,000
Total Participants 230
Avg Account Balance $77,000

  Plan Service Providers

Insurance Carrier ING
Investment Adviser Morningstar, Inc.
Auditor Dwyer Pemberton & Coulson, Pc

 Comments