Overview

Plan Rating

BrightScope Rating
46
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (31)
Average in Peer Group (58)
Highest in Peer Group (88)

Plan Description

Apalachee Center, Inc. Retirement Plan is a defined contribution plan with a profit-sharing component. This plan has a BrightScope Rating of 46. Apalachee Center, Inc. Retirement Plan currently has over 400 active participants and over $8.8M in plan assets.

Did you know?

For the average 401k participant, the 42 point difference between this plan's BrightScope Rating (46) and the top rated plan (88) could equate to:
20
Additional years of work
234,006
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 6/30/2019
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 2634-J Capital Circle Ne
  • Location
    Tallahassee , FL
  • 32308
  • Industry
    Offices of Mental Health Practitioners (except Physicians)
  • Administrator
    Dean Hilton
  • Net Plan Assets
    $8,760,000
  • Total Participants
    400
  • Avg Account Balance
    $25,000

Plan Components

Component Ratings

Design

Total Plan Cost:
High Fees
Company Generosity:
Average

Performance

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

Design

Total Plan Cost:
Average Fees
Company Generosity:
Above Average

Performance

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

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

24

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Ivy International Core Equity 16%
49%
Morley Stable Value Fund 14%
N/A
American Funds American Balanced 12%
18%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Corporate Trustee
BB&T
Consultant
BB&T
Recordkeeper
BB&T
Auditor
Law Redd Crona & Monroe P.A.

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?
Have a question about retirement plans?
Our community of registered financial advisors are standing by to share their experience.
Ask a question