Overview

Plan Rating

BrightScope Rating
61
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (40)
Average in Peer Group (68)
Highest in Peer Group (93)

Plan Description

Adena Health System Tax Deferred Annuity/Matched Savings Plan is a defined contribution plan. This plan has a BrightScope Rating of 61. This plan is in the top 15% of plans for Total Plan Cost. Adena Health System Tax Deferred Annuity/Matched Savings Plan currently has over 5,400 active participants and over $127.7M in plan assets.

Did you know?

For the average 401k participant, the 32 point difference between this plan's BrightScope Rating (61) and the top rated plan (93) could equate to:
20
Additional years of work
96,957
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 272 Hospital Road
  • Location
    Chillicothe , OH
  • 45601
  • Industry
    Health Care and Social Assistance
  • Administrator
    Lisa Carlson
  • Net Plan Assets
    $128,000,000
  • Total Participants
    5,500
  • Avg Account Balance
    $24,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Poor

Performance

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

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Poor

Performance

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

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

86

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
T. Rowe Price Retirement I 18%
1%
Vanguard Wellington 12%
4%
VALIC Fixed Interest Option Fund 10%
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
Martin J. Roesch
Insurance Advisor/Broker
Robert A. Hyneman
Insurance Advisor/Broker
Velasquez, Andres
Insurance Advisor/Broker
Dean Thomas Koller
Investment Adviser
Valic
Legal Counsel
Valic
Recordkeeper
Valic
Auditor
Plante & Moran, PLLC

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?
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