Overview

Plan Rating

BrightScope Rating
73
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (33)
Average in Peer Group (73)
Highest in Peer Group (92)

Plan Description

XTRA 401k Savings and Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 73. This plan is in the top 15% of plans for Account Balances. XTRA 401k Savings and Retirement Plan currently has over 500 active participants and over $56.9M in plan assets.

Did you know?

For the average 401k participant, the 19 point difference between this plan's BrightScope Rating (73) and the top rated plan (92) could equate to:
14
Additional years of work
41,079
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 12/31/2015
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 7911 Forsyth Blvd Suite 600
  • Location
    St. Louis , MO
  • 63105
  • Industry
    Offices of Other Holding Companies
  • Administrator
    Pamela Cherie
  • Net Plan Assets
    $56,900,000
  • Total Participants
    590
  • Avg Account Balance
    $100,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Average

Performance

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

Design

Total Plan Cost:
Low Fees
Company Generosity:
Average

Performance

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

Peer Group Plans

Company Rating
Moet Hennessy USA 80.2
QCR Holdings 75.4
Griswold Industries 69.5
Banterra 68.0
City Holding Company 65.3
Farmers Capital Bank 62.0
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Investments

Investment Menu Stats

# of Investment Options

29

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Fidelity Freedom K 26%
N/A
Fidelity Low-Priced Stock 14%
64%
Fidelity 500 Index 9%
6%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Consultant
Hm Capital Management
Recordkeeper
Fidelity
Auditor
Brown Smith Wallace LLC

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

Why Do Investment Expenses Matter?
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