Overview

Plan Rating

BrightScope Rating
71
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 (77)
Highest in Peer Group (93)

Plan Description

Alabama Medical Group P.C. 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 71. This plan is in the top 35% of plans for Account Balances, Company Generosity, and Salary Deferral. Alabama Medical Group P.C. 401k Profit Sharing Plan currently has over 200 active participants and over $17.9M in plan assets.

Did you know?

For the average 401k participant, the 22 point difference between this plan's BrightScope Rating (71) and the top rated plan (93) could equate to:
15
Additional years of work
128,730
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 101 Memorial Hospital Drive Suite 200
  • Location
    Mobile , AL
  • 36608
  • Industry
    Offices of Physicians (except Mental Health Specialists)
  • Administrator
    Christine Holliman
  • Net Plan Assets
    $17,900,000
  • Total Participants
    210
  • Avg Account Balance
    $93,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Above Average

Performance

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

Design

Total Plan Cost:
Average Fees
Company Generosity:
Above Average

Performance

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

Top Industry Articles

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 Large Cap Index 16%
26%
Columbia Dividend Income 9%
75%
PRIMECAP Odyssey Growth 8%
12%
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
Leavel Investement Mgmt
Investment Adviser
Leavell Investment Management, Inc.
Recordkeeper
Ascensus, LLC
Recordkeeper
Newport Group Securities, Inc.
Auditor
Warren Averett Asset Management, LLC

Articles and Questions

Boeing Plan Report (Updated)

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Why Do Investment Expenses Matter?
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