Overview

Plan Rating

BrightScope Rating
53
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (18)
Average in Peer Group (62)
Highest in Peer Group (82)

Plan Description

Shawnee Mental Health Center, Inc. Employees Tax Deferred Annuity Plan is a defined contribution plan. This plan has a BrightScope Rating of 53. Shawnee Mental Health Center, Inc. Employees Tax Deferred Annuity Plan currently has over 100 active participants and over $4.8M in plan assets.

Did you know?

For the average 401k participant, the 29 point difference between this plan's BrightScope Rating (53) and the top rated plan (82) could equate to:
14
Additional years of work
159,033
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 901 Washington Street
  • Location
    Portsmouth , OH
  • 45662
  • Industry
    Offices of Mental Health Practitioners (except Physicians)
  • Administrator
    Jill Cottrill
  • Net Plan Assets
    $4,840,000
  • Total Participants
    160
  • Avg Account Balance
    $52,000

Plan Components

Component Ratings

Design

Total Plan Cost:
High Fees
Company Generosity:
Average

Performance

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

Design

Total Plan Cost:
High Fees
Company Generosity:
Above Average

Performance

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

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

53

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Total Guaranteed Investment Contracts 18%
N/A
American Funds Growth Fund of America 5%
29%
PIMCO Total Return 4%
92%
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
Talcott Resolution Life Insurance Company
Insurance Carrier
Nationwide Life Insurance Company
Insurance Advisor/Broker
Ameriprise Financial
Recordkeeper
MassMutual
Auditor
Hess, Stewart, & Campbell, PLLC

Articles and Questions

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