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 (14)
Average in Peer Group (63)
Highest in Peer Group (85)

Plan Description

Adaptive Micro Systems, LLC 401K Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 61. This plan is in the top 35% of plans for Account Balances. Adaptive Micro Systems, LLC 401K Savings Plan currently has fewer than 100 active participants and over $5.2M in plan assets.

Did you know?

For the average 401k participant, the 24 point difference between this plan's BrightScope Rating (61) and the top rated plan (85) could equate to:
11
Additional years of work
176,993
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 9/30/2013
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 7840 North 86th Street
  • Location
    Milwaukee , WI
  • 53224
  • Industry
    Manufacturing
  • Administrator
    Sherry Bergmann
  • Net Plan Assets
    $5,180,000
  • Total Participants
    92
  • Avg Account Balance
    $62,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Poor

Performance

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

Design

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

Performance

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

Peer Group Plans

Company Rating
Server Technology 79.7
Amplifier Research 59.4
Mercury Wire Products 58.4
Alliance Compressors, LLC 55.3
Panelmatic 55.3
Heatron 54.9
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Investments

Investment Menu Stats

# of Investment Options

28

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
JPMorgan SmartRetirement 86%
18%
Participant Loans 3%
N/A
T. Rowe Price Dividend Growth 1%
58%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Corporate Trustee
Alerus Financial
Recordkeeper
Alerus Financial
Corporate Trustee
BMO Harris Bank, N.A.
Recordkeeper
BMO Harris Bank, N.A.
Auditor
Schenk SC

Articles and Questions

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