Overview

Plan Rating

BrightScope Rating
81
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (9)
Average in Peer Group (78)
Highest in Peer Group (91)

Plan Description

Marsh, Berry & Company, Inc. 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 81. This plan is in the top 15% of plans for Account Balances and Salary Deferral. Marsh, Berry & Company, Inc. 401k Profit Sharing Plan currently has over 100 active participants and over $20.0M in plan assets.

Did you know?

For the average 401k participant, the 10 point difference between this plan's BrightScope Rating (81) and the top rated plan (91) could equate to:
8
Additional years of work
25,833
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 12/31/2019
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 28601 Chagrin Blvd Suite 400
  • Location
    Woodmere , OH
  • 44122-4556
  • Industry
    All Other Professional, Scientific, and Technical Services
  • Administrator
    Elizabeth Rogers
  • Net Plan Assets
    $20,000,000
  • Total Participants
    140
  • Avg Account Balance
    $150,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Above Average

Performance

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

Design

Total Plan Cost:
Low Fees
Company Generosity:
Above Average

Performance

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

Peer Group Plans

Company Rating
Aptos 82.6
C.H. Guernsey & Company 78.5
Exzac 78.3
MTM Technologies 76.7
Planet Payment 67.8
Atlas Executive Consulting LLC 67.6

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

31

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard Group Target Retirement 30%
34%
Vanguard 500 Index 14%
13%
Vanguard Small Cap Index 6%
55%
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
Principal Financial Group
Insurance Advisor/Broker
M Financial Group
Investment Adviser
M Financial Group
Administration
Principal Financial Group
Recordkeeper
Principal Financial Group
Auditor
Cohen Florida

Articles and Questions

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