Sansum Santa Barbara Medical Clinic, Inc.

90

Overview

Plan Rating

BrightScope Rating
90
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (19)
Average in Peer Group (74)
Highest in Peer Group (93)

Plan Description

Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 90, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, Salary Deferral, and Total Plan Cost. Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan currently has over 200 active participants and over $172.1M in plan assets.

Did you know?

For the average 401k participant, the 3 point difference between this plan's BrightScope Rating (90) and the top rated plan (93) could equate to:
3
Additional years of work
82,281
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 12/31/2019
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 470 South Patterson Avenue
  • Location
    Santa Barbara , CA
  • 93111-2404
  • Industry
    Offices of Physicians (except Mental Health Specialists)
  • Administrator
    Janet Drayer
  • Net Plan Assets
    $172,000,000
  • Total Participants
    280
  • Avg Account Balance
    $640,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

Participation Rate:
Above Average
Salary Deferrals:
Great
Account Balance:
Great

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

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

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

39

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Total Other Investments 19%
N/A
Total Common Stocks 10%
N/A
JPMorgan SmartRetirement 7%
17%
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
OneAmerica Securities, Inc.
Investment Adviser
Morgan Stanley
Investment Adviser
City National Bank
Investment Adviser
Sai Financial Advisors
Investment Adviser
Mercer Advisors
Investment Adviser
Bank of America Merrill Lynch
Investment Adviser
Laurel Wealth Advisors
Investment Adviser
Fischer Investment Strategies, LLC
Investment Adviser
Omega Financial Group
Investment Adviser
Mission Wealth
Investment Adviser
Bridgewater Wealth Management, LLC
Investment Adviser
West Coast Financial Services
Investment Adviser
Hummer Financial Advisory
Investment Adviser
Lha Capital Partners
Investment Adviser
Arlington Financial
Corporate Trustee
MG Trust Company
Auditor
Damitz, Brooks, Et. Al.

Articles and Questions

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