Overview

Plan Rating

BrightScope Rating
76
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (40)
Average in Peer Group (76)
Highest in Peer Group (90)

Plan Description

Daniel B. Stephens & Associates, Inc. 401k Profit Sharing Plan & Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 76. This plan is in the top 15% of plans for Account Balances, Participation Rate, and Salary Deferral. Daniel B. Stephens & Associates, Inc. 401k Profit Sharing Plan & Trust currently has over 100 active participants and over $13.5M in plan assets.

Did you know?

For the average 401k participant, the 14 point difference between this plan's BrightScope Rating (76) and the top rated plan (90) could equate to:
10
Additional years of work
*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 12/31/2013
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 6020 Academy Ne, Ste. 100
  • Location
    Albuquerque , NM
  • 87109
  • Industry
    Professional, Scientific, and Technical Services
  • Administrator
    Judith Meeter
  • Net Plan Assets
    $13,500,000
  • Total Participants
    130
  • Avg Account Balance
    $110,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Below Avg.

Performance

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

Design

Total Plan Cost:
High Fees
Company Generosity:
Poor

Performance

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

Peer Group Plans

Company Rating
In-Q-Tel 88.0
Nuclear Safety Associates 84.8
Norwest 82.6
Bickmore 80.0
Menlo Acquisition 77.1
Forensic Analytical Specialties 72.2
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Investments

Investment Menu Stats

# of Investment Options

36

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Key Guaranteed Portfolio Fund 13%
N/A
Great-West American Century Growth 11%
N/A
Great-West S&P Small Cap 600 Index 7%
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
Empower
Investment Adviser
LPL Financial Corp. (NRP)
Recordkeeper
Empower
Auditor
Atkinson & Co. Ltd.