Overview

Plan Rating

BrightScope Rating
55
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (22)
Average in Peer Group (62)
Highest in Peer Group (90)

Plan Description

Avalon Holdings Corporation Participating Companies Profit Sharing Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 55. This plan is in the top 35% of plans for Account Balances. Avalon Holdings Corporation Participating Companies Profit Sharing Plan and Trust currently has over 100 active participants and over $9.1M in plan assets.

Did you know?

For the average 401k participant, the 35 point difference between this plan's BrightScope Rating (55) and the top rated plan (90) could equate to:
18
Additional years of work
224,090
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 One American Way
  • Location
    Warren , OH
  • 44484
  • Industry
    Transportation and Warehousing
  • Net Plan Assets
    $9,060,000
  • Total Participants
    190
  • Avg Account Balance
    $89,000

Plan Components

Component Ratings

Design

Total Plan Cost:
High Fees
Company Generosity:
Poor

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Average
Account Balance:
Above Average

Design

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

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Above Average
Account Balance:
Great

Peer Group Plans

Company Rating
Crown Pacific 72.9
Oilmen's Equipment Company 70.5
King Solutions 70.4
Eagle Systems 67.1
Hermann Services 62.0
Paxton Van Lines 59.4

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

22

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard Balanced Index 16%
14%
Reliance Advisory Trust Inv 60 14%
N/A
Reliance Advisory Trust Inv 50 10%
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
Investment Adviser
First National Trust Company
Recordkeeper
The Standard
Auditor
Grant Thornton, LLP

Articles and Questions

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