Overview

Plan Rating

BrightScope Rating
29
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (12)
Average in Peer Group (72)
Highest in Peer Group (93)

Plan Description

The Arbor Experts 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 29. The Arbor Experts 401k Plan currently has over 100 active participants and over $435.8K in plan assets.

Did you know?

For the average 401k participant, the 64 point difference between this plan's BrightScope Rating (29) and the top rated plan (93) could equate to:
32
Additional years of work
448,970
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 3118 Fm 528 #333
  • Location
    Webster , TX
  • 77598
  • Industry
    Landscaping Services
  • Administrator
    Rocio Jasso
  • Net Plan Assets
    $440,000
  • Total Participants
    180
  • Avg Account Balance
    $2,700

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Below Avg.

Performance

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

Design

Total Plan Cost:
Highest
Company Generosity:
Average

Performance

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

Peer Group Plans

Company Rating
Earthworks 61.3
Mister Kleen Maintenance Company 57.3
Caretaker 52.2
Xylem 50.6
ESS Clean 50.3
Midwest Janitorial Service 42.8

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

12

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
John Hancock Multi-Index Preservation 92%
N/A
Participant Loans 7%
N/A
Cash and Cash Equivalents 0%
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
Insurance Carrier
John Hancock
Investment Adviser
Raymond James Fsa Inc
Recordkeeper
John Hancock
Auditor
RP & Company CPAS, PLLC

Articles and Questions

Boeing Plan Report (Updated)

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