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 (55)
Average in Peer Group (77)
Highest in Peer Group (88)

Plan Description

M3 USA Corporation 401k Profit Sharing Plan and Trust 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 35% of plans for Company Generosity and Salary Deferral. M3 USA Corporation 401k Profit Sharing Plan and Trust currently has over 400 active participants and over $13.1M in plan assets.

Did you know?

For the average 401k participant, the 15 point difference between this plan's BrightScope Rating (73) and the top rated plan (88) could equate to:
9
Additional years of work
41,987
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 501 Office Center Drive Suite 410
  • Location
    Fort Washington , PA
  • 19034
  • Industry
    Other Computer Related Services
  • Administrator
    Neal Samaddar
  • Net Plan Assets
    $13,100,000
  • Total Participants
    430
  • Avg Account Balance
    $42,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Above Average
Account Balance:
Average

Design

Total Plan Cost:
Average Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Above Average
Account Balance:
Below Avg.

Peer Group Plans

Company Rating
Pentaho 82.4
Vestmark 77.8
American Well 77.7
Criterion Systems 77.7
Optanix 68.4
DRB Systems, LLC 68.0
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

30

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
American Funds (Capital Group) Target Date Retirement 38%
9%
Vanguard 500 Index 7%
18%
Vanguard Wellesley Income 6%
1%
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
Kestra Financial
Recordkeeper
Ascensus, Inc.
Auditor
Rubino & Mcgeehin Chartered

Articles and Questions

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