Overview

Plan Rating

BrightScope Rating
62
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (34)
Average in Peer Group (68)
Highest in Peer Group (89)

Plan Description

Adams Resources & Energy, Inc. and Subsidiaries 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 62. This plan is in the top 35% of plans for Total Plan Cost. Adams Resources & Energy, Inc. and Subsidiaries 401k Plan currently has over 800 active participants and over $22.2M in plan assets.

Did you know?

For the average 401k participant, the 27 point difference between this plan's BrightScope Rating (62) and the top rated plan (89) could equate to:
15
Additional years of work
165,516
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 12/31/2015
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address Po Box 844
  • Location
    Houston , TX
  • 77001-0844
  • Industry
    Wholesale Trade
  • Administrator
    Renee Karstedt
  • Net Plan Assets
    $22,200,000
  • Total Participants
    840
  • Avg Account Balance
    $43,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Average

Performance

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

Design

Total Plan Cost:
Low Fees
Company Generosity:
Average

Performance

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

Peer Group Plans

Company Rating
Dcor, LLC 82.1
FJ Management 78.7
Colonial Group 69.7
HOP Energy LLC 68.0
Dead River Company 66.6
Noco Energy 64.9
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Investments

Investment Menu Stats

# of Investment Options

24

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Voya Fixed Account 26%
N/A
Voya Financial (ING) Solutions 13%
N/A
Voya US Stock Index Portfolio 11%
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
Voya Financial (ING)
Insurance Advisor/Broker
Morgan Keegan & Company, Inc.
Auditor
Middletonraineszapata, LLP

Articles and Questions

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