Overview

Plan Rating

BrightScope Rating
60
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (16)
Average in Peer Group (53)
Highest in Peer Group (77)

Plan Description

Roland Park Place Retirement Plan is a defined contribution plan. This plan has a BrightScope Rating of 60. Roland Park Place Retirement Plan currently has over 100 active participants and over $5.0M in plan assets.

Did you know?

For the average 401k participant, the 17 point difference between this plan's BrightScope Rating (60) and the top rated plan (77) could equate to:
7
Additional years of work
110,422
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 6/30/2017
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 830 W 40th St
  • Location
    Baltimore , MD
  • 21211-2116
  • Industry
    Health Care and Social Assistance
  • Administrator
    William Obrien
  • Net Plan Assets
    $5,010,000
  • Total Participants
    200
  • Avg Account Balance
    $31,000

Plan Components

Component Ratings

Design

Total Plan Cost:
High Fees
Company Generosity:
Average

Performance

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

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

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

Peer Group Plans

Company Rating
Knute Nelson 62.5
BARC Developmental Services 51.8
Wesley Towers 48.7
Community Friendship 46.4
Integrity 44.5
Telecare 43.0
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

24

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Principal Financial Group LifeTime 48%
25%
Principal Fixed Income Non-401(a) 18%
N/A
PIMCO Investment Grade Corporate Bond 4%
56%
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
MassMutual
Insurance Carrier
Various
Insurance Advisor/Broker
USI Group
Administration
Principal Financial Group
Recordkeeper
Principal Financial Group
Investment Adviser
Wilshire
Auditor
Baker Tilly

Articles and Questions

Boeing Plan Report (Updated)

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