Overview

Plan Rating

BrightScope Rating
30
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 (53)
Highest in Peer Group (77)

Plan Description

Christopher House Tax-Deferred Annuity Plan is a defined contribution plan. This plan has a BrightScope Rating of 30. Christopher House Tax-Deferred Annuity Plan currently has over 300 active participants and over $3.5M in plan assets.

Did you know?

For the average 401k participant, the 47 point difference between this plan's BrightScope Rating (30) and the top rated plan (77) could equate to:
19
Additional years of work
369,819
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 6/30/2019
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 1611 W. Division St., Suite 207
  • Location
    Chicago , IL
  • 60622
  • Industry
    Health Care and Social Assistance
  • Administrator
    Katheryn Steward
  • Net Plan Assets
    $3,470,000
  • Total Participants
    370
  • Avg Account Balance
    $13,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Below Avg.

Performance

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

Design

Total Plan Cost:
Highest
Company Generosity:
Average

Performance

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

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

48

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
VALIC Fixed Account Plus 27%
N/A
VALIC I Stock Index 10%
N/A
VALIC II Aggressive Growth Lifestyle 8%
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
Insurance Carrier
Valic
Insurance Advisor/Broker
Anaya, Hector
Insurance Advisor/Broker
Khai Cong Le
Insurance Advisor/Broker
Suggs, Reginald B
Insurance Advisor/Broker
Camacho, Michael E
Insurance Advisor/Broker
Zaczek, Philip J
Investment Adviser
Valic
Recordkeeper
Valic
Auditor
Miller, Cooper & Co, Ltd.

Articles and Questions

Boeing Plan Report (Updated)

Boeing Fee Settlement Highlights the High Bar for Large Plans

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?
Have a question about retirement plans?
Our community of registered financial advisors are standing by to share their experience.
Ask a question