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Company:
Jefferson National Financial Corp.
Plan:
Jefferson National Financial Corp. Savings Plan
 

Jefferson National Financial Corp.

68 Plan:

 
 
68
24
61
86
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 18 point difference between this plan's BrightScope Rating (68) and the top rated plan (86) could equate to:
[How is this calculated?]
11 additional years of work
Up to $42,800 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

Jefferson National Financial Corp. Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 68. This plan is in the top 15% of plans for Salary Deferral. Jefferson National Financial Corp. Savings Plan currently has fewer than 100 active participants and over $2.5M in plan assets.

 

 Retirement Plan Details

Address 9920 Corporate Campus Dr Ste 1000
Louisville, KY 40223-4051 
Industry Offices of Other Holding Companies
Administrator Courtney W Erickson
Sponsor Craig A Hawley
Net Plan Assets $2,470,000
Total Participants 88
Avg Account Balance $28,000

 Compare Other Companies in Peer Group

Pegasus Communications 79.4
Vaquillas, LLC 68.2
Echo Rock Ventures 66.1
Delta Plus Holdings 58.6
The Day Group 54.0
J. Management 38.9

 Top 3 Funds in this 401k

1. Principal Diversified International 20%
2. Principal Large Cap S&P 500 Index 12%
3. Principal SmallCap Value 6%

  Plan Service Providers

Insurance Carrier Principal Financial Group
Administration Principal Financial Group
Auditor Strothman & Company Psc
Insurance Advisor/Broker Martin Benefits Consulting

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