Overview

Plan Rating

BrightScope Rating
57
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (39)
Average in Peer Group (63)
Highest in Peer Group (82)

Plan Description

Adam Brokerick Image Group, 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 57. This plan is in the top 35% of plans for Total Plan Cost. Adam Brokerick Image Group, Inc. 401k Profit Sharing Plan currently has over 100 active participants and over $3.2M in plan assets.

Did you know?

For the average 401k participant, the 25 point difference between this plan's BrightScope Rating (57) and the top rated plan (82) could equate to:
11
Additional years of work
171,000
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 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 89 Danbury Rd S
  • Location
    Ridegefield , CT
  • 06877
  • Industry
    Barber Shops
  • Administrator
    James Holland
  • Net Plan Assets
    $3,240,000
  • Total Participants
    150
  • Avg Account Balance
    $46,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Poor

Performance

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

Design

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

Performance

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

Peer Group Plans

Company Rating
Mango LLC 68.8
Devachan Hair & Spa Salon 57.6
Springline 57.5
BJ Salons 53.2
C.R.I.C. Ltd 50.1
Ladies and Gentlemen Hairstylists 47.2

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

15

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
DFA US Core Equity 1 38%
18%
Vanguard Group Target Retirement 17%
34%
Vanguard LifeStrategy Moderate Growth 13%
30%
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
Millennium Investment & Retirement
Recordkeeper
Millennium Investment & Retirement
Recordkeeper
ADP
Auditor
Tmi CPA Pc

Articles and Questions

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