Overview

Plan Rating

BrightScope Rating
72
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (3)
Average in Peer Group (49)
Highest in Peer Group (72)

Plan Description

Acuity Healthcare Employee Stock Ownership Plan and Trust is a defined contribution plan with a stock bonus component and leveraged ESOP component. This plan has a BrightScope Rating of 72. This plan is in the top 15% of plans for Company Generosity, Participation Rate, and Total Plan Cost. Acuity Healthcare Employee Stock Ownership Plan and Trust currently has over 700 active participants and over $9.0M in plan assets.
Congratulations!
This plan has the highest rating in its peer group.

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 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 10735 David Taylor Drive Suite 200
  • Location
    Charlotte , NC
  • 28262
  • Industry
    Health Care and Social Assistance
  • Administrator
    Richard Cassady
  • Net Plan Assets
    $8,950,000
  • Total Participants
    700
  • Avg Account Balance
    $13,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

Participation Rate:
Great
Salary Deferrals:
Poor
Account Balance:
Poor

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

Participation Rate:
Great
Salary Deferrals:
Poor
Account Balance:
Poor

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

3

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Total Common Stocks 99%
N/A
Cash and Cash Equivalents 0%
N/A
Total Interest Bearing Cash 0%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Provider

SERVICE PROVIDER
Auditor
Kraft CPAs

Articles and Questions

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