Overview

Plan Rating

BrightScope Rating
82
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (34)
Average in Peer Group (67)
Highest in Peer Group (88)

Plan Description

Advanced Erisa 403(B) Plan is a defined contribution plan with a profit-sharing component. This plan has a BrightScope Rating of 82, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Company Generosity. Advanced Erisa 403(B) Plan currently has over 200 active participants and over $16.6M in plan assets.

Did you know?

For the average 401k participant, the 6 point difference between this plan's BrightScope Rating (82) and the top rated plan (88) could equate to:
4
Additional years of work
61,680
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 6/30/2015
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 9115 Westside Parkway
  • Location
    Alpharetta , GA
  • 30009
  • Industry
    Educational Services
  • Net Plan Assets
    $16,600,000
  • Total Participants
    240
  • Avg Account Balance
    $74,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

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

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

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

Investment Menu Stats

# of Investment Options

78

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
T. Rowe Price Retirement 25%
N/A
Security Benefit Life Fixed Account 11%
N/A
TIAA-CREF Traditional Annuity 6%
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
Valic
Insurance Carrier
TIAA-Nuveen
Insurance Carrier
Security Benefit Life Insurance Company
Insurance Advisor/Broker
Kenneth C Pettus
Insurance Advisor/Broker
Fred W. St. Clair
Insurance Advisor/Broker
Legend Equities Corporation
Investment Adviser
Security Benefit Life Insurance Company
Auditor
Carr, Riggs & Ingram Capital Advisors, LLC

Articles and Questions

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