Overview

Plan Rating

BrightScope Rating
73
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (38)
Average in Peer Group (72)
Highest in Peer Group (93)

Plan Description

Cleveland Clinic Savings and Investment Plan is a defined contribution plan. This plan has a BrightScope Rating of 73. This plan is in the top 15% of plans for Total Plan Cost. Cleveland Clinic Savings and Investment Plan currently has over 61,700 active participants and over $5.4B in plan assets.

Did you know?

For the average 401k participant, the 20 point difference between this plan's BrightScope Rating (73) and the top rated plan (93) could equate to:
15
Additional years of work
29,018
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 9500 Euclid Avenue Ac-341
  • Location
    Cleveland , OH
  • 44195-0001
  • Industry
    Health Care and Social Assistance
  • Administrator
    Timothy Longville
  • Net Plan Assets
    $5,360,000,000
  • Total Participants
    62,000
  • Avg Account Balance
    $92,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Average

Performance

Participation Rate:
Above Average
Salary Deferrals:
Above Average
Account Balance:
Above Average

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Below Avg.

Performance

Participation Rate:
Average
Salary Deferrals:
Average
Account Balance:
Average

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

258

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
BlackRock, Inc. Blackrock Lifepath Index 36%
1%
Vanguard Institutional Index 8%
7%
Prudential Guaranteed Interest Account 7%
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 Carrier
MetLife
Insurance Carrier
Lincoln Financial
Insurance Carrier
Prudential
Insurance Advisor/Broker
Stan Lipinski
Insurance Advisor/Broker
Anthony Bucceri
Insurance Advisor/Broker
Richard Paul Cinalli Jr.
Insurance Advisor/Broker
Robert A. Hyneman
Insurance Advisor/Broker
Nicholas A. Oligny
Insurance Advisor/Broker
Sean R. Deasy
Insurance Advisor/Broker
James Michael Manly
Insurance Advisor/Broker
Dean Thomas Koller
Recordkeeper
Fidelity
Investment Adviser
Financial Engines
Investment Adviser
KeyBank
Investment Adviser
CLS Investments
Investment Adviser
Beacon Financial Advisors, LLC
Investment Adviser
Strategic Wealth Partners, LLC
Investment Adviser
Potomac Fund Management, Inc.
Investment Adviser
Larson Financial Group, LLC
Investment Adviser
Stratos Wealth Partners Ltd.
Investment Adviser
Securities America, Inc.
Investment Adviser
Carnegie Investment Counsel
Investment Adviser
Sequoia Financial Advisors, Inc.
Investment Adviser
Lineweaver Wealth Advisors LLC
Investment Adviser
Arbor Point Advisors, LLC
Investment Adviser
Wealthtrust Fairport LLC
Investment Adviser
Gries Financial Corporation
Investment Adviser
Flexible Plan Investments, Ltd.
Investment Adviser
B Riley Wealth Management
Investment Adviser
Ancora Family Wealth
Investment Adviser
Alphastar Capital Management
Investment Adviser
Lpl Financial Commission Dept
Investment Adviser
Elios Financial Group Inc
Investment Adviser
Reed Financial Services, Inc.
Investment Adviser
Jr Hill & Ass. Dba Peak Wealth
Investment Adviser
Cerity Partners, LLC
Investment Adviser
AssetMark
Investment Adviser
Berthel Fisher & Company Finan
Investment Adviser
Sigma Financial Corporation
Investment Adviser
Cambridge Investment Research
Investment Adviser
Abound Wealth Management
Auditor
CBIZ Financial Solutions, Inc.

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