Overview

Plan Rating

BrightScope Rating
57
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (5)
Average in Peer Group (65)
Highest in Peer Group (86)

Plan Description

Phoenix Vanguard Inc. 401K Profit Sharing Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 57. This plan is in the top 15% of plans for Participation Rate. Phoenix Vanguard Inc. 401K Profit Sharing Plan and Trust currently has fewer than 100 active participants and over $2.3M in plan assets.

Did you know?

For the average 401k participant, the 29 point difference between this plan's BrightScope Rating (57) and the top rated plan (86) could equate to:
14
Additional years of work
166,105
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 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 450 7th Ave Ste 506
  • Location
    New York , NY
  • 10123
  • Industry
    All Other Professional, Scientific, and Technical Services
  • Administrator
    Vu Tran
  • Net Plan Assets
    $2,260,000
  • Total Participants
    99
  • Avg Account Balance
    $23,000

Plan Components

Component Ratings

Design

Total Plan Cost:
High Fees
Company Generosity:
Poor

Performance

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

Design

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

Performance

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

Peer Group Plans

Company Rating
National Capitol Contracting, LLC 71.4
Tsymmetry 71.2
Prutech Solutions 68.9
Probi USA 64.8
Patriot Ambulance 59.5
Pharma-Bio Serv PR 49.5

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

26

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Principal Financial Group LifeTime Hybrid 60%
N/A
Vanguard Growth Index 13%
28%
Vanguard Mid-Cap Value Index 4%
74%
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
Principal Lief Insurance Company
Insurance Carrier
Principal Financial Group
Insurance Advisor/Broker
Orenda Retirement, LLC
Administration
Principal Financial Group
Recordkeeper
Principal Financial Group
Administration
Orenda Retirment, LLC
Investment Adviser
Bank of America Merrill Lynch
Auditor
Liling & Company LLP

Articles and Questions

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