A.W. Brown Fellowship Charter School

36

Overview

Plan Rating

BrightScope Rating
36
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (32)
Average in Peer Group (68)
Highest in Peer Group (90)

Plan Description

A.W. Brown Fellowship Charter School Gainsharing Plan is a defined contribution plan. This plan has a BrightScope Rating of 36. A.W. Brown Fellowship Charter School Gainsharing Plan currently has over 200 active participants and over $943.3K in plan assets.

Did you know?

For the average 401k participant, the 54 point difference between this plan's BrightScope Rating (36) and the top rated plan (90) could equate to:
26
Additional years of work
367,729
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 9/30/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 3810 W. Red Bird Lane
  • Location
    Dallas , TX
  • 75237
  • Industry
    Educational Services
  • Administrator
    James Montfort
  • Net Plan Assets
    $940,000
  • Total Participants
    220
  • Avg Account Balance
    $5,200

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Poor

Performance

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

Design

Total Plan Cost:
High Fees
Company Generosity:
Average

Performance

Participation Rate:
Great
Salary Deferrals:
Below Avg.
Account Balance:
Below Avg.
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Investments

Investment Menu Stats

# of Investment Options

12

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
American Century Balanced 24%
36%
Victory Diversified Stock 22%
7%
PIMCO Total Return 16%
39%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Recordkeeper
Ascensus, Inc.
Auditor
Lori K. Orta, P.C.

Articles and Questions

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