Health Federation of Philadelphia

66
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
66
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (38)
Average in Peer Group (63)
Highest in Peer Group (90)

Plan Description

Health Federation of Philadelphia 403(b) Plan is a defined contribution plan with a profit-sharing component. This plan has a BrightScope Rating of 66. This plan is in the top 35% of plans for Company Generosity. Health Federation of Philadelphia 403(b) Plan currently has over 400 active participants and over $11.1M in plan assets.

Did you know?

For the average 401k participant, the 24 point difference between this plan's BrightScope Rating (66) and the top rated plan (90) could equate to:
14
Additional years of work
108,468
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 12/31/2019
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 123 S. Broad Street, Suite 650
  • Location
    Philadelphia , PA
  • 19109
  • Industry
    Offices of All Other Miscellaneous Health Practitioners
  • Administrator
    Robert Purdy
  • Net Plan Assets
    $11,100,000
  • Total Participants
    460
  • Avg Account Balance
    $31,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Above Average

Performance

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

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

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

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

20

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
AXA Equitable Separate Account MISC 66%
N/A
Vanguard LifeStrategy Moderate Growth 16%
30%
Vanguard Total Stock Market Index 5%
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
Axa Equitable
Insurance Carrier
The Standard
Insurance Advisor/Broker
Scott Hynson
Insurance Advisor/Broker
R. Volinsky, Jr,
Insurance Advisor/Broker
J. Falchetta, CFP, ChFC CLU
Investment Adviser
Axa Equitable
Auditor
Fisher Dorwart P. C.

Articles and Questions

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