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 (31)
Average in Peer Group (69)
Highest in Peer Group (85)

Plan Description

Achievement First, Inc. 403(b) 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. Achievement First, Inc. 403(b) Plan currently has over 2,200 active participants and over $54.4M in plan assets.

Did you know?

For the average 401k participant, the 22 point difference between this plan's BrightScope Rating (63) and the top rated plan (85) could equate to:
10
Additional years of work
155,012
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 370 James Street Suite 404
  • Location
    New Haven , CT
  • 06513
  • Industry
    Educational Services
  • Administrator
    Christi George
  • Net Plan Assets
    $54,400,000
  • Total Participants
    2,200
  • Avg Account Balance
    $25,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

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

Design

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

Performance

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

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

91

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
American Funds (Capital Group) Target Date Retirement 33%
9%
VALIC II Moderate Growth Lifestyle 11%
N/A
VALIC II Aggressive Growth Lifestyle 10%
N/A
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
Valic
Insurance Carrier
Transamerica
Insurance Advisor/Broker
Jeremiah Rockefeller Buden
Insurance Advisor/Broker
Thomas J Lynch
Insurance Advisor/Broker
Robert Buettel
Insurance Advisor/Broker
Mark Francis Roberts
Insurance Advisor/Broker
Raelynn A Harlach
Insurance Advisor/Broker
Gregg A. Libutti
Insurance Advisor/Broker
Daniel J. Tomas
Insurance Advisor/Broker
Julianne Elizabeth Butler
Insurance Advisor/Broker
Reginald Allison
Insurance Advisor/Broker
Kathleen M Fitts
Insurance Advisor/Broker
Carnell Anthony Freeman
Insurance Advisor/Broker
Hector Anaya
Insurance Advisor/Broker
Richard G. Esten
Insurance Advisor/Broker
Gregory D Reo
Insurance Advisor/Broker
Carrie A Mcnair
Insurance Advisor/Broker
Evangeline Lodwick
Insurance Advisor/Broker
Gamaliel Michaud
Insurance Advisor/Broker
David R Kornegay
Insurance Advisor/Broker
James Hromadka
Insurance Advisor/Broker
Brian P Johns
Insurance Advisor/Broker
Mitchell R Tabor
Insurance Advisor/Broker
Flynn Partain
Insurance Advisor/Broker
Joyce Krinsky
Insurance Advisor/Broker
Keith A Eason
Insurance Advisor/Broker
Charles Robert Davee
Insurance Advisor/Broker
Jeffrey J Mctiernan
Insurance Advisor/Broker
Clinton J Hyland
Insurance Advisor/Broker
Jason D Shearer
Insurance Advisor/Broker
Kim L Moore
Insurance Advisor/Broker
Steven W Hull
Insurance Advisor/Broker
Sarah Forhan
Insurance Advisor/Broker
Matthew Howard
Insurance Advisor/Broker
Jonathan Coe
Insurance Advisor/Broker
Lee W Lakey
Insurance Advisor/Broker
Michael E Seebeck
Insurance Advisor/Broker
Barbara J Bauer
Insurance Advisor/Broker
Jayson W Wagner
Insurance Advisor/Broker
Charles Stephen Capozzoli
Insurance Advisor/Broker
Amanda K Maggio
Insurance Advisor/Broker
Ellis H Gallimore
Insurance Advisor/Broker
Robert B Campbell
Insurance Advisor/Broker
Brian Francis Dunphy
Insurance Advisor/Broker
Charles Anthony Renner
Insurance Advisor/Broker
John P. Dakin
Insurance Advisor/Broker
David D Stratton
Insurance Advisor/Broker
Jay A Edwards
Insurance Advisor/Broker
Khai Cong Le
Insurance Advisor/Broker
Michael Grofsick
Insurance Advisor/Broker
Mark Gajowski II
Consultant
American Portfolios Financial Services, Inc.
Recordkeeper
Transamerica
Investment Adviser
Valic
Auditor
J.H. Cohn

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