Eighth District Electrical Pension Fund Annuity Plan

Form 5500 Data

Eighth District Electrical Pension Fund Annuity Plan

56
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
56
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (4)
Average in Peer Group (62)
Highest in Peer Group (90)

Plan Description

Eighth District Electrical Pension Fund Annuity Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 56. This plan is in the top 15% of plans for Participation Rate. Eighth District Electrical Pension Fund Annuity Plan currently has over 15,600 active participants and over $400.1M in plan assets.

Did you know?

For the average 401k participant, the 34 point difference between this plan's BrightScope Rating (56) and the top rated plan (90) could equate to:
18
Additional years of work
218,662
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 3/31/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 2821 S Parker Rd Ste 1005
  • Location
    Aurora , CO
  • 80014
  • Industry
    Finance and Insurance
  • Administrator
    Sandy S. Garcia
  • Net Plan Assets
    $400,000,000
  • Total Participants
    16,000
  • Avg Account Balance
    $26,000

Plan Components

Component Ratings

Design

Total Plan Cost:
High Fees
Company Generosity:
Average

Performance

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

Design

Total Plan Cost:
Highest
Company Generosity:
Below Avg.

Performance

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

Investment Menu Stats

# of Investment Options

20

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Prudential Retirement Goal 56%
N/A
Dodge & Cox Balanced 10%
4%
Putnam Multi-Cap Growth 8%
13%
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
Prudential
Administration
Compusys, Inc.
Legal Counsel
Melissa W. Cook & Associates
Investment Adviser
Marco Consulting
Auditor
Miller, Kaplan, Arase & Co., LLP.

Articles and Questions

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