Overview

Plan Rating

BrightScope Rating
62
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (43)
Average in Peer Group (71)
Highest in Peer Group (89)

Plan Description

Aqua Finance, Inc. 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 62. Aqua Finance, Inc. 401k Profit Sharing Plan currently has over 200 active participants and over $5.2M in plan assets.

Did you know?

For the average 401k participant, the 27 point difference between this plan's BrightScope Rating (62) and the top rated plan (89) could equate to:
15
Additional years of work
134,908
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 One Corporate Drive, Suite 300 Po Box 844
  • Location
    Wausau , WI
  • 54401-0844
  • Industry
    Consumer Lending
  • Administrator
    Robert Heyman
  • Net Plan Assets
    $5,170,000
  • Total Participants
    210
  • Avg Account Balance
    $28,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Average

Performance

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

Design

Total Plan Cost:
High Fees
Company Generosity:
Above Average

Performance

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

Peer Group Plans

Company Rating
Merchant e-Solutions 78.6
Gmfs, LLC 76.3
Avant 74.4
Brand Mortgage Group, Llc 70.3
Amerifirst Financial 63.1
GSF Mortgage 59.7
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

31

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Principal Financial Group LifeTime Hybrid 74%
N/A
Oppenheimer International Small-Mid Company 3%
12%
Principal Large Cap Growth 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
Principal Financial Group
Insurance Advisor/Broker
Robert W. Baird & Co.
Insurance Advisor/Broker
Stifel, Nicolaus & Company, Inc.
Administration
Northwestern Wisconsin Associates, Inc.
Administration
Principal Financial Group
Recordkeeper
Principal Financial Group
Auditor
CliftonLarsonAllen LLP

Articles and Questions

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