Overview

Plan Rating

BrightScope Rating
75
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (9)
Average in Peer Group (68)
Highest in Peer Group (92)

Plan Description

U.S. Tsubaki Holdings, Inc. Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 75. This plan is in the top 15% of plans for Account Balances, Company Generosity, and Total Plan Cost. U.S. Tsubaki Holdings, Inc. Retirement Plan currently has over 700 active participants and over $78.4M in plan assets.

Did you know?

For the average 401k participant, the 17 point difference between this plan's BrightScope Rating (75) and the top rated plan (92) could equate to:
12
Additional years of work
71,168
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 3/31/2020
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 301 E. Marquardt Drive
  • Location
    Wheeling , IL
  • 60090
  • Industry
    Manufacturing
  • Administrator
    Anna Skura
  • Net Plan Assets
    $78,400,000
  • Total Participants
    770
  • Avg Account Balance
    $110,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

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

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Above Average

Performance

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

Peer Group Plans

Company Rating
ViaSat 83.7
TTX Holdings 78.4
Luse Holdings 71.9
Betts Industries 71.2
DuPage Machine Products 62.5
Columbus McKinnon 48.7

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

21

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard Group Target Retirement 19%
34%
New York Life Sub-Advised Guaranteed Investment Contracts 18%
N/A
T. Rowe Price Institutional Large Cap Core Growth 11%
66%
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
New York Life
Investment Adviser
John Hancock
Recordkeeper
John Hancock
Investment Adviser
Sheridan Road Advisors LLC
Auditor
WIPFLI Hewins Investment Advisors LLC

Articles and Questions

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