UniteHERE Union and Employers Pension Fund

44
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
44
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (44)
Average in Peer Group (76)
Highest in Peer Group (90)

Plan Description

UniteHERE Union and Employers Pension Fund is a defined contribution plan. This plan has a BrightScope Rating of 44. This plan is in the top 15% of plans for Participation Rate. UniteHERE Union and Employers Pension Fund currently has over 1,400 active participants and over $11.1M in plan assets.

Did you know?

For the average 401k participant, the 46 point difference between this plan's BrightScope Rating (44) and the top rated plan (90) could equate to:
23
Additional years of work
315,471
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 6/30/2019
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address P.o. Box 80580
  • Location
    Conyers , GA
  • 30013-8580
  • Industry
    Finance and Insurance
  • Net Plan Assets
    $11,100,000
  • Total Participants
    1,500
  • Avg Account Balance
    $7,500

Plan Components

Component Ratings

Design

Total Plan Cost:
High Fees
Company Generosity:
Average

Performance

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

Design

Total Plan Cost:
Highest
Company Generosity:
Below Avg.

Performance

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

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
MetWest Total Return Bond 32%
17%
American Funds EuroPacific Growth 13%
43%
Vanguard FTSE All-World ex-US 13%
34%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Administration
Nuvision Financial Corp., Inc.
Recordkeeper
Nuvision Financial Corp., Inc.
Investment Adviser
Raymond James & Associates, Inc.
Legal Counsel
Arnall Golden Gregory, LLP
Auditor
Jones Mcknight Edmonson Pc

Articles and Questions

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