Withers Bergman, LLP

84 Plan:

100

For the average 401k participant, the 4 point difference between this plan's BrightScope Rating (84) and the top rated plan (88) could equate to:
[How is this calculated?]

4 additional years of work

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

Withers Bergman, LLP Section 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 84, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, Investment Menu Quality, Salary Deferral, and Total Plan Cost. Withers Bergman, LLP Section 401k Profit Sharing Plan currently has over 100 active participants and over $29.6M in plan assets.

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Personal Fee Report

Investment Menu Statistics

No. of Investment Options

Plan Average: 24

Top 3 Funds in this 401k

1.	Vanguard Intermediate-Term Treasury	13%
2.	Vanguard 500 Index	12%
3.	Vanguard Extended Market Index	11%

Plan Component Ratings

Total Plan Cost Lowest Fees

Company Generosity Great

Design Components

Participation Rate Above Average

Salary Deferrals Great

Account Balances Great

Performance Components

Retirement Plan Details

Address	157 Church Street, 19th Floor New Haven, CT 06510
Industry	Offices of Lawyers
Administrator	Edward Renn
Net Plan Assets	$29,600,000
Total Participants	170
Avg Account Balance	$180,000

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