Overview

Plan Rating

BrightScope Rating
63
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 (67)
Highest in Peer Group (84)

Plan Description

Syndicate Sales, Inc. Team Members' 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 63. Syndicate Sales, Inc. Team Members' 401k Plan currently has over 300 active participants and over $11.2M in plan assets.

Did you know?

For the average 401k participant, the 21 point difference between this plan's BrightScope Rating (63) and the top rated plan (84) could equate to:
11
Additional years of work
102,043
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 756
  • Location
    Kokomo , IN
  • 46901
  • Industry
    Manufacturing
  • Administrator
    Holly Moore
  • Net Plan Assets
    $11,200,000
  • Total Participants
    320
  • Avg Account Balance
    $41,000

Plan Components

Component Ratings

Design

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

Performance

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

Design

Total Plan Cost:
High Fees
Company Generosity:
Poor

Performance

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

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

27

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard Group Target Retirement 37%
34%
Fidelity Contrafund 12%
77%
MetWest Total Return Bond 12%
84%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Investment Adviser
Praxis Fiduciary Advisors
Consultant
Actiom
Recordkeeper
Fidelity
Auditor
KSM Business Services

Articles and Questions

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