Joint Board of Trustees Roofers Union Local No. 70 Pension Plan

Form 5500 Data

Joint Board of Trustees Roofers Union Local No. 70 Pension Plan

68
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
68
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (34)
Average in Peer Group (75)
Highest in Peer Group (89)

Plan Description

Roofers Union Local No. 70 Pension Plan is a defined contribution plan. This plan has a BrightScope Rating of 68. This plan is in the top 15% of plans for Company Generosity and Participation Rate. Roofers Union Local No. 70 Pension Plan currently has over 400 active participants and over $27.5M in plan assets.

Did you know?

For the average 401k participant, the 21 point difference between this plan's BrightScope Rating (68) and the top rated plan (89) could equate to:
12
Additional years of work
119,826
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 12/31/2017
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 1451 Old Pinckney Road
  • Location
    Howell , MI
  • 48843
  • Industry
    All Other Professional, Scientific, and Technical Services
  • Administrator
    John Tackett, Chairman
  • Sponsor
    Norman Burmeister, Secretary
  • Net Plan Assets
    $27,500,000
  • Total Participants
    420
  • Avg Account Balance
    $65,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Great

Performance

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

Design

Total Plan Cost:
High Fees
Company Generosity:
Great

Performance

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

Peer Group Plans

Company Rating
Bae Systems Applied Intelligence 83.2
Xator 80.7
York Telecom 77.0
First Federal Bank of Florida 71.4
Allsup 69.4
H-P Products 63.4
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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
Baird Intermediate Bond 23%
77%
PNC International Equity 16%
63%
Total Common Stocks 12%
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
Jackson National Life
Insurance Advisor/Broker
Cruz Villarreal
Auditor
Bultynck & Co., P.L.L.C.

Articles and Questions

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