Overview

Plan Rating

BrightScope Rating
64
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 (63)
Highest in Peer Group (83)

Plan Description

Rochester Primary Care Network 403(b) Plan is a defined contribution plan. This plan has a BrightScope Rating of 64. Rochester Primary Care Network 403(b) Plan currently has over 200 active participants and over $3.8M in plan assets.

Did you know?

For the average 401k participant, the 19 point difference between this plan's BrightScope Rating (64) and the top rated plan (83) could equate to:
10
Additional years of work
78,911
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 1 S Washington St. Suite 300
  • Location
    Rochester , NY
  • 14614
  • Industry
    All Other Outpatient Care Centers
  • Administrator
    Lisa Olscamp
  • Net Plan Assets
    $3,820,000
  • Total Participants
    220
  • Avg Account Balance
    $20,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Average

Performance

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

Design

Total Plan Cost:
High Fees
Company Generosity:
Above Average

Performance

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

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

37

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
JPMorgan SmartRetirement 53%
17%
American Funds Growth Fund of America 6%
25%
Oppenheimer Cash Reserves 4%
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
Investment Adviser
Lifemark Securities Corporation
Recordkeeper
Ascensus, Inc.
Auditor
Heveron & Company CPA's, PLLC

Articles and Questions

Boeing Plan Report (Updated)

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Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

Why Do Investment Expenses Matter?
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