Overview

Plan Rating

BrightScope Rating
82
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (47)
Average in Peer Group (72)
Highest in Peer Group (88)

Plan Description

IEWC Corp. Employee Stock Ownership Plan is a defined contribution plan with a stock bonus component and leveraged ESOP component. This plan has a BrightScope Rating of 82, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, Participation Rate, and Total Plan Cost. IEWC Corp. Employee Stock Ownership Plan currently has over 300 active participants and over $50.2M in plan assets.

Did you know?

For the average 401k participant, the 6 point difference between this plan's BrightScope Rating (82) and the top rated plan (88) could equate to:
4
Additional years of work
55,931
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 12/31/2017
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 5001 S Towne Dr
  • Location
    New Berlin , WI
  • 53151-7956
  • Industry
    Wholesale Trade
  • Administrator
    Jeffrey Siemers
  • Net Plan Assets
    $50,200,000
  • Total Participants
    300
  • Avg Account Balance
    $170,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

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

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

Participation Rate:
Great
Salary Deferrals:
Poor
Account Balance:
Great
Are you a Plan Sponsor?
Benchmark your plan against others to achieve your business objectives.

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

7

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
IEWC Holdings Corporation 95%
N/A
Total Certificates of Deposit 3%
N/A
PIMCO Enhanced Short Maturity Strategy 0%
31%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Provider

SERVICE PROVIDER
Auditor
Sikich 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