Overview

Plan Rating

BrightScope Rating
60
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (43)
Average in Peer Group (66)
Highest in Peer Group (82)

Plan Description

Associated Grocers of the South, 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 60. This plan is in the top 15% of plans for Participation Rate. Associated Grocers of the South, Inc. 401k Profit Sharing Plan currently has over 200 active participants and over $8.5M in plan assets.

Did you know?

For the average 401k participant, the 22 point difference between this plan's BrightScope Rating (60) and the top rated plan (82) could equate to:
11
Additional years of work
114,101
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 12/31/2016
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 3600 Vanderbilt Road
  • Location
    Birmingham , AL
  • 35217
  • Industry
    Wholesale Trade
  • Administrator
    Mary Frances Plott
  • Net Plan Assets
    $8,520,000
  • Total Participants
    250
  • Avg Account Balance
    $34,000

Plan Components

Component Ratings

Design

Total Plan Cost:
High Fees
Company Generosity:
Average

Performance

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

Design

Total Plan Cost:
Average Fees
Company Generosity:
Above Average

Performance

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

Peer Group Plans

Company Rating
Promotion In Motion 70.9
Organically Grown 67.0
Carlin O'Brien 66.1
Watson Foods Company 63.4
Universal Nutrition 62.3
Troyer Foods 54.7
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

28

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
T. Rowe Price Retirement 25%
24%
Wells Fargo Stable Value 25%
N/A
T. Rowe Price Blue Chip Growth 8%
58%
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
BB&T
Recordkeeper
BB&T
Auditor
Dent Moses LLP

Articles and Questions

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