The Lutheran Home at Kane

38
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
38
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (30)
Average in Peer Group (53)
Highest in Peer Group (69)

Plan Description

Retirement Plan of the Lutheran Home at Kane is a defined contribution plan. This plan has a BrightScope Rating of 38. Retirement Plan of the Lutheran Home at Kane currently has over 200 active participants and over $2.7M in plan assets.

Did you know?

For the average 401k participant, the 31 point difference between this plan's BrightScope Rating (38) and the top rated plan (69) could equate to:
12
Additional years of work
205,124
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 100 High Point Dr.
  • Location
    Kane , PA
  • 16735
  • Industry
    Health Care and Social Assistance
  • Administrator
    Charlotte Floravit
  • Net Plan Assets
    $2,650,000
  • Total Participants
    230
  • Avg Account Balance
    $21,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

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

Design

Total Plan Cost:
Low Fees
Company Generosity:
Average

Performance

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

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

16

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard Total Bond Market Index 30%
N/A
Lincoln Financial Stable Value 20%
N/A
AB Relative Value 9%
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
Brighthouse Life Insurance Company
Insurance Carrier
Various
Insurance Carrier
Transamerica
Insurance Carrier
Kemper Investors Life Insurance Company
Insurance Carrier
Lincoln Financial
Insurance Advisor/Broker
Brighthouse Securities, LLC
Insurance Advisor/Broker
Voya Financial (ING)
Insurance Advisor/Broker
Cambridge Investment Research
Auditor
Reinsel Kuntz Lesher, LLP

Articles and Questions

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