Overview

Plan Rating

BrightScope Rating
80
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 (80)
Highest in Peer Group (91)

Plan Description

Archer Norris 401k Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 80. This plan is in the top 15% of plans for Account Balances, Company Generosity, and Salary Deferral. Archer Norris 401k Retirement Plan currently has over 200 active participants and over $28.1M in plan assets.

Did you know?

For the average 401k participant, the 11 point difference between this plan's BrightScope Rating (80) and the top rated plan (91) could equate to:
9
Additional years of work
21,642
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 12/31/2013
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 2033 North Main Street, Suite 800
  • Location
    Walnut Creek , CA
  • 94596-3728
  • Industry
    Offices of Lawyers
  • Administrator
    Jim Kentner
  • Net Plan Assets
    $28,100,000
  • Total Participants
    220
  • Avg Account Balance
    $130,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

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

Design

Total Plan Cost:
Low Fees
Company Generosity:
Above Average

Performance

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

Investment Menu Stats

# of Investment Options

35

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard Wellesley Income 30%
5%
Self-Directed Brokerage Accounts 14%
N/A
Vanguard Wellington 7%
4%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Recordkeeper
Pension Dynamics Corporation
Investment Adviser
Lodestar Private Asset Management LLC
Investment Adviser
Catton Cusick Group
Auditor
Courtney,Phillips & Associates CPAS