Overview

Plan Rating

BrightScope Rating
63
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (35)
Average in Peer Group (71)
Highest in Peer Group (86)

Plan Description

APWU - HP Bargaining Unit Defined Contribution Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 63. This plan is in the top 35% of plans for Account Balances and Salary Deferral. APWU - HP Bargaining Unit Defined Contribution Plan currently has over 100 active participants and over $7.1M in plan assets.

Did you know?

For the average 401k participant, the 23 point difference between this plan's BrightScope Rating (63) and the top rated plan (86) could equate to:
11
Additional years of work
193,777
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 799 Cromwell Park Drive
  • Location
    Glen Burnie , MD
  • 21061
  • Industry
    Insurance Agencies and Brokerages
  • Administrator
    Wayne Setzer
  • Net Plan Assets
    $7,150,000
  • Total Participants
    160
  • Avg Account Balance
    $61,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Poor

Performance

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

Design

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

Performance

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

Investment Menu Stats

# of Investment Options

18

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Federated Capital Preservation Fund 23%
N/A
Invesco Diversified Dividend 11%
32%
Prudential Total Return Bond 11%
13%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Investment Adviser
The Centurion Group
Recordkeeper
Newport Group Securities, Inc.
Auditor
Bond Beebe, P.C.

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

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