Overview

Plan Rating

BrightScope Rating
51
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (29)
Average in Peer Group (63)
Highest in Peer Group (90)

Plan Description

3 Crown Capital Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 51. This plan is in the top 35% of plans for Company Generosity. 3 Crown Capital Retirement Plan currently has over 100 active participants and over $1.5M in plan assets.

Did you know?

For the average 401k participant, the 39 point difference between this plan's BrightScope Rating (51) and the top rated plan (90) could equate to:
20
Additional years of work
241,509
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 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 2325 Green Valley Road, Suite 103
  • Location
    New Albany , IN
  • 47150
  • Industry
    Offices of Other Holding Companies
  • Net Plan Assets
    $1,520,000
  • Total Participants
    160
  • Avg Account Balance
    $14,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Above Average

Performance

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

Design

Total Plan Cost:
Highest
Company Generosity:
Above Average

Performance

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

Peer Group Plans

Company Rating
Miami Nation Enterprises 55.8
Highlands Bankshares 49.9
CCNG 49.6
Majth Management, LLC 49.6
Acepex Management 46.4
Dynacq Healthcare 42.0

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

30

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard Group Target Retirement 52%
34%
Transamerica Stable Value Fund 9%
N/A
Alger Capital Appreciation Institutional 5%
42%
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
Transamerica
Recordkeeper
Transamerica
Recordkeeper
McGregor & Associates
Investment Adviser
Valmark Advisers Inc
Auditor
Dean, Dorton & Ford, Inc.

Articles and Questions

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