Palm Management Corporation

44 Plan: Palm Management Corporation 401k Plan

44

13

46

77

0

10

20

30

40

50

60

70

80

90

100

For the average 401k participant, the 33 point difference between this plan's BrightScope Rating (44) and the top rated plan (77) could equate to:
[How is this calculated?]

13 additional years of work

Up to $263,500 in lost retirement 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.

Retirement Plan Description

Palm Management Corporation 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 44. Palm Management Corporation 401k Plan currently has over 1,400 active participants and over $8.2M in plan assets.

Investment Menu Statistics

No. of Investment Options

60

Plan Average: 24

Top 3 Funds in this 401k

1.	VALIC Fixed Account Plus	33%
2.	VALIC I Stock Index	8%
3.	VALIC Loan Collateral Fund	6%

Plan Component Ratings

Total Plan Cost Average Fees

Company Generosity Poor

Design Components

Participation Rate Poor

Salary Deferrals Below Avg.

Account Balances Poor

Performance Components

Retirement Plan Details

Address	1730 Rhode Island Ave., Nw Ste. 900 Washington, DC 20036-3113
Industry	Accommodation and Food Services
Administrator	James A. Longo
Net Plan Assets	$8,160,000
Total Participants	1,500
Avg Account Balance	$14,000

Compare Other Companies in Peer Group

Quality Dining	55.4
Pappas Restaurants	52.4
Shamus & Peabody, LLC	48.5
Donatos Pizzeria, LLC	45.9
King's Country Shoppes, Inc. d/b/a...	44.8
Real Mex Restaurants	44.6

Plan Service Providers

Insurance Carrier	Valic
Insurance Advisor/Broker	Orozco, Mario
Insurance Advisor/Broker	Thacker, David R
Insurance Advisor/Broker	Tina A. Milkovich
Insurance Advisor/Broker	Sanson, Eric V.
Insurance Advisor/Broker	Canevazzi, Adam
Insurance Advisor/Broker	Somerhausen, Laura G
Insurance Advisor/Broker	Anderson, Eric C
Insurance Advisor/Broker	Holguin, Sandra
Insurance Advisor/Broker	Shaughnessy, Brandon
Insurance Advisor/Broker	Dennis P. Klein
Insurance Advisor/Broker	Various
Insurance Advisor/Broker	Andrew L. Jerdal
Insurance Advisor/Broker	Emily S. Spych
Insurance Advisor/Broker	Toth, Robert
Insurance Advisor/Broker	Greth,Charles
Insurance Advisor/Broker	Brian D. Schmitt
Insurance Advisor/Broker	Trent O. Schloneger
Insurance Advisor/Broker	Adam J. Locascio
Insurance Advisor/Broker	Malcolm A.W. Horn
Insurance Advisor/Broker	Philbrick, Ronald
Insurance Advisor/Broker	Joe A. Marini
Insurance Advisor/Broker	Elise Cosby
Insurance Advisor/Broker	Vincent, Gayle T
Insurance Advisor/Broker	Waters, Joseph
Insurance Advisor/Broker	Terry J. Wasserman
Insurance Advisor/Broker	Theresa M. Mansbart
Insurance Advisor/Broker	Dubick, Michael
Insurance Advisor/Broker	Matthew D. Gilbride
Insurance Advisor/Broker	Steve M Hale
Insurance Advisor/Broker	Darlene E Dailey
Insurance Advisor/Broker	Bicoll, Jessica
Insurance Advisor/Broker	Madalena, Michael
Insurance Advisor/Broker	Rajan Kumar
Insurance Advisor/Broker	Jan A. Nilsen
Insurance Advisor/Broker	Jonathan F. Reilly
Insurance Advisor/Broker	Eskenazi, Randy E.
Insurance Advisor/Broker	Nikolaos Papas
Insurance Advisor/Broker	Michael J. Schultz
Insurance Advisor/Broker	Dubois, Daniel
Insurance Advisor/Broker	Lense Timothy
Insurance Advisor/Broker	Thomas E. Morgan
Insurance Advisor/Broker	Erik Owen Jensen
Investment Adviser	Valic
Legal Counsel	Valic
Auditor	The Lichter Group, LLC