Overview

Plan Rating

BrightScope Rating
76
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (22)
Average in Peer Group (66)
Highest in Peer Group (91)

Plan Description

ThedaCare Retirement and 403(b) Savings Plan is a defined contribution plan. This plan has a BrightScope Rating of 76, placing it in the top 15% of all plans in its peer group. This plan is also in the top 35% of plans for Company Generosity, Participation Rate, and Total Plan Cost. ThedaCare Retirement and 403(b) Savings Plan currently has over 9,200 active participants and over $374.8M in plan assets.

Did you know?

For the average 401k participant, the 15 point difference between this plan's BrightScope Rating (76) and the top rated plan (91) could equate to:
11
Additional years of work
6,184
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 12/31/2015
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 122 East College Avenue
  • Location
    Appleton , WI
  • 54912-8025
  • Industry
    Health Care and Social Assistance
  • Administrator
    Karen Garvey
  • Net Plan Assets
    $375,000,000
  • Total Participants
    9,200
  • Avg Account Balance
    $42,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Above Average

Performance

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

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

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

Investment Menu Stats

# of Investment Options

23

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard Institutional Index 15%
9%
American Funds EuroPacific Growth 14%
24%
Western Asset Core Plus Bond 11%
25%
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
Transamerica
Insurance Carrier
Prudential
Recordkeeper
Transamerica
Consultant
The Centurion Group
Auditor
Schenk SC