Overview

Plan Rating

BrightScope Rating
77
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 (66)
Highest in Peer Group (88)

Plan Description

P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 77. This plan is in the top 15% of plans for Salary Deferral and Total Plan Cost. P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan currently has over 2,900 active participants and over $222.3M in plan assets.

Did you know?

For the average 401k participant, the 11 point difference between this plan's BrightScope Rating (77) and the top rated plan (88) could equate to:
7
Additional years of work
89,268
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 6/30/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address P.O. Box 307 27400 Northwestern Highway
  • Location
    Southfield , MI
  • 48037-0307
  • Industry
    Offices of Certified Public Accountants
  • Administrator
    Ronald Eckstein
  • Net Plan Assets
    $222,000,000
  • Total Participants
    2,900
  • Avg Account Balance
    $78,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Average

Performance

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

Design

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

Performance

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

Investment Menu Stats

# of Investment Options

21

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard Institutional Index 18%
6%
PIMCO Total Return 17%
61%
T. Rowe Price Mid-Cap Growth 9%
18%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Administration
Charles Schwab
Recordkeeper
Charles Schwab
Auditor
Moss Adams