Overview

Plan Rating

BrightScope Rating
71
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 (69)
Highest in Peer Group (88)

Plan Description

G.W. Lisk Company, Inc. Employee Stock Ownership Plan is a defined contribution plan with a profit-sharing component and ESOP component. This plan has a BrightScope Rating of 71. This plan is in the top 15% of plans for Account Balances, Company Generosity, Participation Rate, and Total Plan Cost. G.W. Lisk Company, Inc. Employee Stock Ownership Plan currently has over 500 active participants and over $59.5M in plan assets.

Did you know?

For the average 401k participant, the 17 point difference between this plan's BrightScope Rating (71) and the top rated plan (88) could equate to:
10
Additional years of work
101,238
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 2 South Street
  • Location
    Clifton Springs , NY
  • 14432-1195
  • Industry
    Manufacturing
  • Administrator
    Robert Woodhouse
  • Net Plan Assets
    $59,500,000
  • Total Participants
    530
  • Avg Account Balance
    $110,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

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

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

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

Investment Menu Stats

# of Investment Options

2

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
G.W. Lisk Company Inc. Common Stock 97%
N/A
Cash and Cash Equivalents 2%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Provider

SERVICE PROVIDER
Auditor
Insero & Company CPA's, Pc

Articles and Questions

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