Overview

Plan Rating

BrightScope Rating
48
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (24)
Average in Peer Group (51)
Highest in Peer Group (84)

Plan Description

Saint John's Communities, Inc. Pension Benefit Plan is a defined contribution plan with a profit-sharing component. This plan has a BrightScope Rating of 48. This plan is in the top 35% of plans for Company Generosity. Saint John's Communities, Inc. Pension Benefit Plan currently has over 100 active participants and over $1.6M in plan assets.

Did you know?

For the average 401k participant, the 36 point difference between this plan's BrightScope Rating (48) and the top rated plan (84) could equate to:
16
Additional years of work
252,097
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 1840 N Prospect Ave
  • Location
    Milwaukee , WI
  • 53202-1975
  • Industry
    Health Care and Social Assistance
  • Administrator
    Dan Lemminger
  • Net Plan Assets
    $1,630,000
  • Total Participants
    130
  • Avg Account Balance
    $16,000

Plan Components

Component Ratings

Design

Total Plan Cost:
High Fees
Company Generosity:
Above Average

Performance

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

Design

Total Plan Cost:
High Fees
Company Generosity:
Above Average

Performance

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

Investments

Investment Menu Stats

# of Investment Options

26

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Principal Financial Group Trust Target 38%
N/A
Principal SmallCap S&P 600 Index 8%
N/A
Principal Diversified International 8%
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
Principal Financial Group
Insurance Advisor/Broker
Cetera Advisor Networks, LLC
Administration
Principal Financial Group
Recordkeeper
Principal Financial Group
Auditor
WIPFLI Hewins Investment Advisors LLC

Articles and Questions

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