Overview

Plan Rating

BrightScope Rating
19
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (19)
Average in Peer Group (67)
Highest in Peer Group (93)

Plan Description

Ascension Healthcare Legacy ERISA 403(b) Plan is a defined contribution plan. This plan has a BrightScope Rating of 19. This plan is in the top 15% of plans for Participation Rate. Ascension Healthcare Legacy ERISA 403(b) Plan currently has over 900 active participants and over $62.4M in plan assets.

Did you know?

For the average 401k participant, the 74 point difference between this plan's BrightScope Rating (19) and the top rated plan (93) could equate to:
38
Additional years of work
467,248
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 Po Box 46944
  • Location
    St Louis , MO
  • 63146-6944
  • Industry
    Health Care and Social Assistance
  • Administrator
    Christopher Belcher
  • Net Plan Assets
    $62,400,000
  • Total Participants
    920
  • Avg Account Balance
    $68,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Poor

Performance

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

Design

Total Plan Cost:
Low Fees
Company Generosity:
Poor

Performance

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

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

46

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Fidelity Sub-Advised Guaranteed Investment Contracts 34%
N/A
MassMutual Sub-Advised Guaranteed Investment Contracts 23%
N/A
Lincoln Financial Sub-Advised Guaranteed Investment Contracts 20%
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
Lincoln Financial
Insurance Carrier
MassMutual
Insurance Carrier
Transamerica
Insurance Carrier
Mutual of America
Insurance Carrier
Empower
Insurance Advisor/Broker
LPL Financial Corp. (NRP)
Recordkeeper
Fidelity
Recordkeeper
Transamerica
Recordkeeper
Mutual of America
Auditor
CliftonLarsonAllen LLP

Articles and Questions

Boeing Plan Report (Updated)

Boeing Fee Settlement Highlights the High Bar for Large Plans

Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

Why Do Investment Expenses Matter?
Have a question about retirement plans?
Our community of registered financial advisors are standing by to share their experience.
Ask a question