Overview

Plan Rating

BrightScope Rating
69
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (46)
Average in Peer Group (78)
Highest in Peer Group (91)

Plan Description

Humana Puerto Rico Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 69. This plan is in the top 35% of plans for Company Generosity and Participation Rate. Humana Puerto Rico Retirement Savings Plan currently has over 1,100 active participants and over $51.0M in plan assets.

Did you know?

For the average 401k participant, the 22 point difference between this plan's BrightScope Rating (69) and the top rated plan (91) could equate to:
14
Additional years of work
135,890
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 12/31/2017
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address P.O. Box 1438
  • Location
    Louisville , KY
  • 40201-1438
  • Industry
    Finance and Insurance
  • Administrator
    Erik Anderson
  • Net Plan Assets
    $51,000,000
  • Total Participants
    1,200
  • Avg Account Balance
    $44,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Above Average

Performance

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

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

Participation Rate:
Above Average
Salary Deferrals:
Below Avg.
Account Balance:
Below Avg.
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

19

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Charles Schwab Management Retirement Trust 25%
N/A
Humana Inc. Common Stock 11%
N/A
Schwab Institutional Large Cap Value 9%
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
Recordkeeper
Charles Schwab
Auditor
PricewaterhouseCoopers LLP

Articles and Questions

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