Automation & Electronics, Inc.

73
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
73
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (40)
Average in Peer Group (75)
Highest in Peer Group (92)

Plan Description

Automation & Electronics, Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 73. This plan is in the top 15% of plans for Account Balances and Participation Rate. Automation & Electronics, Inc. 401k Plan currently has over 100 active participants and over $9.8M in plan assets.

Did you know?

For the average 401k participant, the 19 point difference between this plan's BrightScope Rating (73) and the top rated plan (92) could equate to:
13
Additional years of work
83,834
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 610 Platte Road
  • Location
    Casper , WY
  • 82601
  • Industry
    Electrical Contractors and Other Wiring Installation Contractors
  • Administrator
    Mia Kamboris
  • Net Plan Assets
    $9,770,000
  • Total Participants
    100
  • Avg Account Balance
    $99,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Above Average

Performance

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

Design

Total Plan Cost:
High Fees
Company Generosity:
Great

Performance

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

Peer Group Plans

Company Rating
Veca Electric Co 80.6
Frey Lutz 72.1
Standard Electric Supply Co. 70.0
Windemuller Electric 69.3
Eldeco 59.6
Salem Electric Company 58.9
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

18

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
American Funds Mortgage 15%
88%
Nationwide S&P 500 Index 14%
77%
BlackRock Total Return 12%
71%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Investment Adviser
Raymond James & Associates, Inc.
Investment Adviser
ERIA
Administration
Plan Administrators, Inc.
Recordkeeper
Plan Administrators, Inc.
Auditor
Porter, Muirhead, Cornea & Howard

Articles and Questions

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