AMIkids, Inc. and Affiliated Member Institutes

63
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
63
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (33)
Average in Peer Group (57)
Highest in Peer Group (89)

Plan Description

AMIkids, Inc. Money Purchase Pension Plan is a defined contribution plan. This plan has a BrightScope Rating of 63. This plan is in the top 15% of plans for Participation Rate. AMIkids, Inc. Money Purchase Pension Plan currently has over 500 active participants and over $16.7M in plan assets.

Did you know?

For the average 401k participant, the 26 point difference between this plan's BrightScope Rating (63) and the top rated plan (89) could equate to:
14
Additional years of work
184,905
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 6/30/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 5915 Benjamin Center Drive
  • Location
    Tampa , FL
  • 33634-5329
  • Industry
    Other Services (except Public Administration)
  • Administrator
    William L. Griffin
  • Net Plan Assets
    $16,700,000
  • Total Participants
    580
  • Avg Account Balance
    $29,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Above Average

Performance

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

Design

Total Plan Cost:
High Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Great
Salary Deferrals:
Poor
Account Balance:
Below Avg.
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Investments

Investment Menu Stats

# of Investment Options

14

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard Large Cap Index 15%
N/A
Vanguard Equity-Income 10%
12%
Metropolitan West Total Return Bond 9%
71%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Investment Adviser
CAPTRUST Financial Advisors
Recordkeeper
ASPire Financial Services
Auditor
Cross, Fernandez & Riley, LLP