Mental Health Association of Southeastern Pennsylvania

Form 5500 Data

Mental Health Association of Southeastern Pennsylvania

58

Overview

Plan Rating

BrightScope Rating
58
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (3)
Average in Peer Group (57)
Highest in Peer Group (90)

Plan Description

Mental Health Association of Southeastern Pennsylvania 403(b) Plan is a defined contribution plan. This plan has a BrightScope Rating of 58. This plan is in the top 15% of plans for Total Plan Cost. Mental Health Association of Southeastern Pennsylvania 403(b) Plan currently has over 200 active participants and over $4.8M in plan assets.

Did you know?

For the average 401k participant, the 32 point difference between this plan's BrightScope Rating (58) and the top rated plan (90) could equate to:
17
Additional years of work
253,194
Lost 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. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 6/30/2017
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 1211 Chestnut Street 10th Floor
  • Location
    Philadelphia , PA
  • 19107-4103
  • Industry
    Offices of Mental Health Practitioners (except Physicians)
  • Administrator
    Christopher Nasto
  • Net Plan Assets
    $4,760,000
  • Total Participants
    290
  • Avg Account Balance
    $23,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Below Avg.

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Below Avg.
Account Balance:
Below Avg.

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Average

Performance

Participation Rate:
Average
Salary Deferrals:
Below Avg.
Account Balance:
Average
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

16

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Fidelity 500 Index 42%
11%
Dodge & Cox Income 15%
54%
Vanguard Equity-Income 9%
29%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
Principal Financial Group
Recordkeeper
Benefit Plans Administrative Service (BPAS)
Consultant
Benefit Plans Administrative Service (BPAS)
Administration
Principal Financial Group
Recordkeeper
Principal Financial Group
Auditor
Tait, Weller & Baker

Articles and Questions

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