Ohio Valley Residential Services

44
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
44
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (29)
Average in Peer Group (55)
Highest in Peer Group (80)

Plan Description

Ohio Valley Residential Services 403(b) Plan is a defined contribution plan with a profit-sharing component. This plan has a BrightScope Rating of 44. Ohio Valley Residential Services 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 36 point difference between this plan's BrightScope Rating (44) and the top rated plan (80) could equate to:
14
Additional years of work
280,342
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 12/31/2016
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 2261 Victory Pkwy
  • Location
    Cincinnati , OH
  • 45206
  • Industry
    Health Care and Social Assistance
  • Administrator
    Christopher Alexander
  • Net Plan Assets
    $3,830,000
  • Total Participants
    200
  • Avg Account Balance
    $29,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Below Avg.

Performance

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

Design

Total Plan Cost:
High Fees
Company Generosity:
Average

Performance

Participation Rate:
Average
Salary Deferrals:
Below Avg.
Account Balance:
Average
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

13

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Columbia Mid Cap Index 16%
64%
Columbia Small Cap Index 16%
73%
Vanguard Total Stock Market Index 15%
26%
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
Newport Group Securities, Inc.
Consultant
Newport Group Securities, Inc.
Investment Adviser
Retirement Plan Advisors
Investment Adviser
Interserv, LLC
Auditor
Yankovich Ademlan Johnson Stevenson

Articles and Questions

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