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 (29)
Average in Peer Group (61)
Highest in Peer Group (87)

Plan Description

Daniel Realty Corporation 401k Retirement Investment Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 61. Daniel Realty Corporation 401k Retirement Investment Plan currently has over 700 active participants and over $21.0M 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:
13
Additional years of work
189,503
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 12/31/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 3660 Grandview Parkway Suite 100
  • Location
    Birmingham , AL
  • 35243-1930
  • Industry
    Other Activities Related to Real Estate
  • Administrator
    Stephanie Underwood
  • Net Plan Assets
    $21,000,000
  • Total Participants
    740
  • Avg Account Balance
    $42,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

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

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

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

Investment Menu Stats

# of Investment Options

14

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
American Funds Fundamental Investors 14%
8%
Vanguard Wellington 13%
3%
American Century Capital Preservation Fund 12%
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
Corporate Trustee
BB&T
Recordkeeper
BB&T
Investment Adviser
SHDR Investment Advisers, Inc.
Auditor
McGladrey Wealth Management LLC

Articles and Questions

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