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 (32)
Average in Peer Group (62)
Highest in Peer Group (87)

Plan Description

Danboise and The Learning Tree Centers Employees' 401k Retirement 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. Danboise and The Learning Tree Centers Employees' 401k Retirement Plan currently has over 100 active participants and over $7.5M in plan assets.

Did you know?

For the average 401k participant, the 26 point difference between this plan's BrightScope Rating (61) and the top rated plan (87) could equate to:
12
Additional years of work
171,626
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 12/31/2013
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 31015 Grand River Ave.
  • Location
    Farmington Hills , MI
  • 48336-4227
  • Industry
    Plumbing, Heating, and Air-Conditioning Contractors
  • Administrator
    David Boduch
  • Net Plan Assets
    $7,490,000
  • Total Participants
    120
  • Avg Account Balance
    $73,000

Plan Components

Component Ratings

Design

Total Plan Cost:
High Fees
Company Generosity:
Average

Performance

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

Design

Total Plan Cost:
Average Fees
Company Generosity:
Above Average

Performance

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

Investment Menu Stats

# of Investment Options

19

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard 500 Index 20%
N/A
T. Rowe Price Mid-Cap Growth 9%
37%
Invesco Growth & Income 8%
8%
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
Plante & Moran, PLLC
Recordkeeper
Alliance Benefit Group
Consultant
Alliance Benefit Group
Auditor
Mrpr Group, CPAS & Advisors

Articles and Questions

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