Overview

Plan Rating

BrightScope Rating
48
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (39)
Average in Peer Group (59)
Highest in Peer Group (92)

Plan Description

Victor C Neumann Association Tax Deferred Annuity Plan is a defined contribution plan. This plan has a BrightScope Rating of 48. Victor C Neumann Association Tax Deferred Annuity Plan currently has over 300 active participants and over $3.4M in plan assets.

Did you know?

For the average 401k participant, the 44 point difference between this plan's BrightScope Rating (48) and the top rated plan (92) could equate to:
23
Additional years of work
218,714
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 12/31/2017
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 5547 North Ravenswood
  • Location
    Chicago , IL
  • 60640-1125
  • Industry
    Health Care and Social Assistance
  • Net Plan Assets
    $3,430,000
  • Total Participants
    380
  • Avg Account Balance
    $17,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

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

Design

Total Plan Cost:
Low Fees
Company Generosity:
Average

Performance

Participation Rate:
Poor
Salary Deferrals:
Below Avg.
Account Balance:
Below Avg.
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

23

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
VALIC Fixed Account Plus 27%
N/A
Total Other Investments 16%
N/A
VALIC I Stock Index 8%
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
Valic
Insurance Advisor/Broker
Charles S. Capozzzoli
Insurance Advisor/Broker
Khai Cong Le
Insurance Advisor/Broker
Camacho, Michael E
Insurance Advisor/Broker
Stephen T. Kernahan
Insurance Advisor/Broker
Peter Garzelloni
Insurance Advisor/Broker
Talonda Howard
Insurance Advisor/Broker
Reginald Suggs
Insurance Advisor/Broker
Stephen M Albinson
Auditor
Dugan & Lopatka

Articles and Questions

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