Overview

Plan Rating

BrightScope Rating
79
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (36)
Average in Peer Group (73)
Highest in Peer Group (87)

Plan Description

National Council Of La Raza Retirement & Employee Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 79. This plan is in the top 15% of plans for Company Generosity and Participation Rate. National Council Of La Raza Retirement & Employee Savings Plan currently has over 100 active participants and over $8.1M in plan assets.

Did you know?

For the average 401k participant, the 8 point difference between this plan's BrightScope Rating (79) and the top rated plan (87) could equate to:
5
Additional years of work
33,409
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 12/31/2016
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 1126 16th Street Nw Suite 600
  • Location
    Washington , DC
  • 20036
  • Industry
    Other Services (except Public Administration)
  • Administrator
    Loretta L Rodriguez
  • Sponsor
    Holly Blanchard
  • Net Plan Assets
    $8,120,000
  • Total Participants
    180
  • Avg Account Balance
    $44,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Great

Performance

Participation Rate:
Great
Salary Deferrals:
Above Average
Account Balance:
Average

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

Participation Rate:
Great
Salary Deferrals:
Above Average
Account Balance:
Above Average
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

29

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Fidelity Advisor Freedom 73%
N/A
PIMCO High Yield 2%
N/A
American Funds Growth Fund of America 2%
N/A
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
American United Life
Insurance Advisor/Broker
Triad Advisors, Inc.
Recordkeeper
American United Life
Auditor
McGladrey Wealth Management LLC

Articles and Questions

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