Overview

Plan Rating

BrightScope Rating
61
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (15)
Average in Peer Group (74)
Highest in Peer Group (92)

Plan Description

ARC Excess & Surplus, LLC Retirement Plan is a defined contribution plan with a profit-sharing component. This plan has a BrightScope Rating of 61. This plan is in the top 15% of plans for Company Generosity and Participation Rate. ARC Excess & Surplus, LLC Retirement Plan currently has over 100 active participants and over $15.3M in plan assets.

Did you know?

For the average 401k participant, the 31 point difference between this plan's BrightScope Rating (61) and the top rated plan (92) could equate to:
18
Additional years of work
218,870
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 1/31/2020
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 113 South Service Road
  • Location
    Jericho , NY
  • 11753
  • Industry
    Insurance Agencies and Brokerages
  • Administrator
    Joan Brunjes
  • Net Plan Assets
    $15,300,000
  • Total Participants
    160
  • Avg Account Balance
    $96,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

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

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

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

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

38

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Total Common Stocks 21%
N/A
Total Corporate Bonds 17%
N/A
Total Other Investments 10%
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
New York Life
Insurance Advisor/Broker
Alex Lima
Recordkeeper
Pension Parameters Financial
Auditor
Fasten Halberstam LLP

Articles and Questions

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