Overview

Plan Rating

BrightScope Rating
64
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (27)
Average in Peer Group (55)
Highest in Peer Group (81)

Plan Description

Company 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 64, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Salary Deferral. Company 401k Plan currently has over 200 active participants and over $3.8M in plan assets.

Did you know?

For the average 401k participant, the 17 point difference between this plan's BrightScope Rating (64) and the top rated plan (81) could equate to:
8
Additional years of work
144,595
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 Two Bala Cynwyd Plaza No. 300
  • Location
    Bala Cynwyd , PA
  • 19004
  • Industry
    Health Care and Social Assistance
  • Administrator
    Guy Murdock
  • Net Plan Assets
    $3,840,000
  • Total Participants
    230
  • Avg Account Balance
    $25,000

Plan Components

Component Ratings

Design

Total Plan Cost:
High Fees
Company Generosity:
Poor

Performance

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

Design

Total Plan Cost:
Average Fees
Company Generosity:
Below Avg.

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Great
Account Balance:
Average
Are you a Plan Sponsor?
Benchmark your plan against others to achieve your business objectives.

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

26

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
American Century Investments One Choice 94%
29%
Participant Loans 1%
N/A
T. Rowe Price Blue Chip Growth 0%
53%
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
Nationwide Life Insurance Company
Recordkeeper
Nationwide
Investment Adviser
Resources Investment Advisors, Inc.
Administration
My Benefits
Auditor
Moore Stephens Lovelace

Articles and Questions

Boeing Plan Report (Updated)

Boeing Fee Settlement Highlights the High Bar for Large Plans

Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

Why Do Investment Expenses Matter?
Have a question about retirement plans?
Our community of registered financial advisors are standing by to share their experience.
Ask a question