Overview

Plan Rating

BrightScope Rating
59
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 (65)
Highest in Peer Group (85)

Plan Description

Alcott School 403(b) Plan is a defined contribution plan. This plan has a BrightScope Rating of 59. This plan is in the top 35% of plans for Account Balances. Alcott School 403(b) Plan currently has over 100 active participants and over $7.9M in plan assets.

Did you know?

For the average 401k participant, the 26 point difference between this plan's BrightScope Rating (59) and the top rated plan (85) could equate to:
12
Additional years of work
175,965
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 12/31/2017
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 27 Crane Road
  • Location
    Scarsdale , NY
  • 10583
  • Industry
    Educational Services
  • Administrator
    Barbara O'Dell
  • Net Plan Assets
    $7,900,000
  • Total Participants
    180
  • Avg Account Balance
    $64,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Average

Performance

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

Design

Total Plan Cost:
Highest
Company Generosity:
Above Average

Performance

Participation Rate:
Average
Salary Deferrals:
Above Average
Account Balance:
Great
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

32

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
American Funds Growth Fund of America 24%
92%
Lincoln Financial Stable Value 14%
N/A
American Funds Investment Company of America 12%
85%
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
Lincoln Financial
Insurance Advisor/Broker
LPL Financial Corp. (NRP)
Administration
Lincoln Financial
Auditor
Gruber Palumberi Rafaele Fried CPAS

Articles and Questions

Boeing Plan Report (Updated)

Boeing Fee Settlement Highlights the High Bar for Large Plans

Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

Why Do Investment Expenses Matter?
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