Phoenix House Foundation Inc.
Form 5500 DataOverview
Plan Description
The Phoenix House Foundation, Inc. Tax Deferred Annuity Retirement Plan is a defined contribution plan. This plan has a BrightScope Rating of 53. This plan is in the top 35% of plans for Company Generosity. The Phoenix House Foundation, Inc. Tax Deferred Annuity Retirement Plan currently has over 3,700 active participants and over $42.5M in plan assets.
Did you know?
For the average 401k participant, the 37 point difference between this plan's BrightScope Rating (53) and the top rated plan (90) could equate to:
19
Additional years of work
188,915
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 50 Jay Street
Plan data has been audited by an Independent Qualified Public Accountant (IQPA). Address 50 Jay Street
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LocationBrooklyn , NY11201
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IndustryOther Services (except Public Administration)
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AdministratorLouis Forte
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Net Plan Assets$42,500,000
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Total Participants3,700
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Avg Account Balance$15,000
Plan Components
Component Ratings
Design
Total Plan Cost:
Average Fees
Company Generosity:
Above Average
Performance
Participation Rate:
Below Avg.
Salary Deferrals:
Below Avg.
Account Balance:
Poor
Design
Total Plan Cost:
High Fees
Company Generosity:
Average
Performance
Participation Rate:
Poor
Salary Deferrals:
Poor
Account Balance:
Poor
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Investments
Largest Funds in this Plan | Allocation of Assets | 1 YR Rank in Category |
---|---|---|
BlackRock, Inc. Blackrock Lifepath Index | 27% |
22%
|
Transamerica Guaranteed Pooled Fund | 20% |
N/A
|
T. Rowe Price Blue Chip Growth | 12% |
4%
|
|
100%
|
|
|
100%
|
|
|
100%
|
|
|
100%
|
View all funds in this plan
Providers
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