Overview

Plan Rating

BrightScope Rating
54
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (33)
Average in Peer Group (52)
Highest in Peer Group (75)

Plan Description

Givens Estates 403(B) Matching Retirement Plan is a defined contribution plan. This plan has a BrightScope Rating of 54. Givens Estates 403(B) Matching Retirement Plan currently has over 600 active participants and over $7.3M in plan assets.

Did you know?

For the average 401k participant, the 21 point difference between this plan's BrightScope Rating (54) and the top rated plan (75) could equate to:
9
Additional years of work
125,345
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 12/31/2013
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 2360 Sweeten Creek Road
  • Location
    Asheville , NC
  • 28803
  • Industry
    Health Care and Social Assistance
  • Administrator
    Allen Squires
  • Net Plan Assets
    $7,290,000
  • Total Participants
    630
  • Avg Account Balance
    $15,000

Plan Components

Component Ratings

Design

Total Plan Cost:
High Fees
Company Generosity:
Average

Performance

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

Design

Total Plan Cost:
High Fees
Company Generosity:
Above Average

Performance

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

Investment Menu Stats

# of Investment Options

32

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Principal Self Directed Brokerage Account 19%
N/A
Principal Fixed Income Guaranteed Option 18%
N/A
Templeton Global Bond 7%
96%
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 Carrier
Valic
Insurance Advisor/Broker
Morgan Stanley
Administration
Principal Financial Group
Recordkeeper
Principal Financial Group
Auditor
Dixon Hughes Goodman, LLC

Articles and Questions