Overview

Plan Rating

BrightScope Rating
60
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (49)
Average in Peer Group (68)
Highest in Peer Group (87)

Plan Description

A. Y. McDonald Mfg. Co. Bargaining Unit 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 60. This plan is in the top 35% of plans for Total Plan Cost. A. Y. McDonald Mfg. Co. Bargaining Unit 401k Plan currently has over 200 active participants and over $9.7M in plan assets.

Did you know?

For the average 401k participant, the 27 point difference between this plan's BrightScope Rating (60) and the top rated plan (87) could equate to:
13
Additional years of work
211,255
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 12/31/2013
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 4800 Chavenelle Rd
  • Location
    Dubuque , IA
  • 52002-2631
  • Industry
    Manufacturing
  • Administrator
    Andy Wickham
  • Net Plan Assets
    $9,710,000
  • Total Participants
    220
  • Avg Account Balance
    $49,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Poor

Performance

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

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Below Avg.

Performance

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

Peer Group Plans

Company Rating
Benicia Fabrication & Machine 73.1
Plansee USA, LLC 70.3
Dielectric 69.6
Lee Industries 69.5
Merit Brass Company 59.1
Jacmel Jewelry 54.9
Are you a Plan Sponsor?
Benchmark your plan against others to achieve your business objectives.

Investments

Investment Menu Stats

# of Investment Options

23

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
JPMorgan SmartRetirement 25%
18%
Principal Large Cap S&P 500 Index 24%
N/A
Principal MidCap S&P 400 Index 8%
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
Investment Adviser
DiMeo Schneider & Associates, LLC
Administration
Principal Financial Group
Recordkeeper
Principal Financial Group
Investment Adviser
Wilshire
Auditor
Honkamp Krueger Financial Services, Inc.

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

Have a question about retirement plans?
Our community of registered financial advisors are standing by to share their experience.
Ask a question