Overview

Plan Rating

BrightScope Rating
45
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 (58)
Highest in Peer Group (88)

Plan Description

American Phoenix, Inc. 401k Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 45. American Phoenix, Inc. 401k Retirement Plan currently has over 300 active participants and over $2.6M in plan assets.

Did you know?

For the average 401k participant, the 43 point difference between this plan's BrightScope Rating (45) and the top rated plan (88) could equate to:
20
Additional years of work
319,192
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 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 800 Wisconsin St
  • Location
    Eau Claire , WI
  • 54703-3588
  • Industry
    Manufacturing
  • Administrator
    John Johnson
  • Net Plan Assets
    $2,580,000
  • Total Participants
    320
  • Avg Account Balance
    $18,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Poor

Performance

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

Design

Total Plan Cost:
Highest
Company Generosity:
Below Avg.

Performance

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

Peer Group Plans

Company Rating
Da/Pro Rubber 51.3
Saargummi Tennessee 50.2
HBD Industries 49.0
JMK International 47.8
Tepro 36.5
Triangle Rubber Company, LLC 36.0

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

23

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Principal Financial Group LifeTime 33%
N/A
Principal Large Cap S&P 500 Index 15%
N/A
Principal Stable Value Fund 13%
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
Administration
Principal Financial Group
Recordkeeper
Principal Financial Group
Investment Adviser
NFP Securities, Inc.
Auditor
Marshall Vander Linden, CPA Plc

Articles and Questions

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