Overview

Plan Rating

BrightScope Rating
36
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (28)
Average in Peer Group (62)
Highest in Peer Group (77)

Plan Description

Owensboro Health 403(b) Match Plan is a defined contribution plan. This plan has a BrightScope Rating of 36. This plan is in the top 15% of plans for Total Plan Cost. Owensboro Health 403(b) Match Plan currently has over 3,600 active participants and over $73.7M in plan assets.

Did you know?

For the average 401k participant, the 41 point difference between this plan's BrightScope Rating (36) and the top rated plan (77) could equate to:
19
Additional years of work
330,303
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 1201 Pleasant Valley Road
  • Location
    Owensboro , KY
  • 42303
  • Industry
    Health Care and Social Assistance
  • Administrator
    John Hackbarth
  • Net Plan Assets
    $73,700,000
  • Total Participants
    3,600
  • Avg Account Balance
    $23,000

Plan Components

Component Ratings

Design

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

Performance

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

Design

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

Performance

Participation Rate:
Average
Salary Deferrals:
Below Avg.
Account Balance:
Poor
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Investments

Investment Menu Stats

# of Investment Options

3

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Cash and Cash Equivalents 95%
N/A
Artisan Small Cap 3%
19%
Participant Loans 0%
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
Lincoln Financial
Administration
Lincoln Financial
Auditor
Ebelhar & Whitehead, CPA's

Articles and Questions