Peninsula Humane Society & SPCA

67
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
67
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (19)
Average in Peer Group (69)
Highest in Peer Group (88)

Plan Description

Peninsula Humane Society & SPCA Retirement Plan is a defined contribution plan. This plan has a BrightScope Rating of 67. This plan is in the top 15% of plans for Total Plan Cost. Peninsula Humane Society & SPCA Retirement Plan currently has over 100 active participants and over $9.0M in plan assets.

Did you know?

For the average 401k participant, the 21 point difference between this plan's BrightScope Rating (67) and the top rated plan (88) could equate to:
12
Additional years of work
80,997
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 12/31/2019
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 1450 Rollins Rd
  • Location
    Burlingame , CA
  • 94010
  • Industry
    Pet Care (except Veterinary) Services
  • Administrator
    Alessa Best
  • Net Plan Assets
    $9,030,000
  • Total Participants
    170
  • Avg Account Balance
    $60,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Average

Performance

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

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Above Average

Performance

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

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

83

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
TIAA-Nuveen Lifecycle Index 50%
N/A
DFA US Large Cap Growth 6%
N/A
VALIC Fixed Account Plus 3%
N/A
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
American United Life
Insurance Carrier
The Variable Annuity Life Insurance Co.
Insurance Advisor/Broker
John S. Lee
Insurance Advisor/Broker
Deanna J Morgan
Insurance Advisor/Broker
John D. Creech
Insurance Advisor/Broker
Carnell Anthony Freeman
Insurance Advisor/Broker
Karen Schotter
Insurance Advisor/Broker
Anthony J. Puccio
Recordkeeper
American United Life
Auditor
Hood & Strong

Articles and Questions

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