Overview

Plan Rating

BrightScope Rating
88
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (42)
Average in Peer Group (69)
Highest in Peer Group (91)

Plan Description

University Of Wisconsin Medical Foundation, Inc. Retirement Plan is a defined contribution plan. This plan has a BrightScope Rating of 88, 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, and Total Plan Cost. University Of Wisconsin Medical Foundation, Inc. Retirement Plan currently has over 1,800 active participants and over $662.5M in plan assets.

Did you know?

For the average 401k participant, the 3 point difference between this plan's BrightScope Rating (88) and the top rated plan (91) could equate to:
2
Additional years of work
3,796
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 12/31/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 7974 Uw Health Court
  • Location
    Middleton , WI
  • 53562
  • Industry
    Offices of Physicians (except Mental Health Specialists)
  • Administrator
    William Schrum
  • Net Plan Assets
    $662,000,000
  • Total Participants
    1,800
  • Avg Account Balance
    $400,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

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

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

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

Investment Menu Stats

# of Investment Options

28

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard Institutional Index 15%
5%
Vanguard Mid Capitalization Index 13%
37%
Vanguard Group Target Retirement 12%
10%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Legal Counsel
R.V. Kuhns & Associates
Consultant
R.V. Kuhns & Associates
Legal Counsel
Dewitt, Ross & Stevens, Sc
Investment Adviser
Strategic Advisors
Recordkeeper
Fidelity
Auditor
CliftonLarsonAllen LLP