Overview

Plan Rating

BrightScope Rating
59
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 (66)
Highest in Peer Group (88)

Plan Description

Achievement First, Inc. 403(b) Plan is a defined contribution plan. This plan has a BrightScope Rating of 59. Achievement First, Inc. 403(b) Plan currently has over 1,600 active participants and over $27.6M in plan assets.

Did you know?

For the average 401k participant, the 29 point difference between this plan's BrightScope Rating (59) and the top rated plan (88) could equate to:
15
Additional years of work
135,264
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 6/30/2015
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 403 James Street
  • Location
    New Haven , CT
  • 06513
  • Industry
    Educational Services
  • Administrator
    Teresa Clarke
  • Net Plan Assets
    $27,600,000
  • Total Participants
    1,700
  • Avg Account Balance
    $17,000

Plan Components

Component Ratings

Design

Total Plan Cost:
High Fees
Company Generosity:
Poor

Performance

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

Design

Total Plan Cost:
High Fees
Company Generosity:
Poor

Performance

Participation Rate:
Poor
Salary Deferrals:
Poor
Account Balance:
Poor
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Investments

Investment Menu Stats

# of Investment Options

62

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
VALIC II Moderate Growth Lifestyle 23%
N/A
VALIC II Aggressive Growth Lifestyle 18%
N/A
VALIC I Stock Index 4%
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 Advisor/Broker
Thomas J Lynch
Insurance Advisor/Broker
Jeremiah Rockefeller Buden
Insurance Advisor/Broker
Mark Francis Roberts
Insurance Advisor/Broker
James Michael Wilson
Insurance Advisor/Broker
Brian D. Schmitt
Insurance Advisor/Broker
Gregg A. Libutti
Insurance Advisor/Broker
James M Wilson
Insurance Advisor/Broker
Kerby D Carambot
Insurance Advisor/Broker
Brian Francis Dunphy
Insurance Advisor/Broker
Henry Abraham Falquez
Insurance Advisor/Broker
Colton R Ellis
Insurance Advisor/Broker
Kathryn R Jones
Insurance Advisor/Broker
Dailey, Robert M
Insurance Advisor/Broker
Scott M Gillman
Insurance Advisor/Broker
William R Gecks
Insurance Advisor/Broker
Constance M. Butler
Insurance Advisor/Broker
Holly R. Dana
Insurance Advisor/Broker
Ivanyi, Peter L
Insurance Advisor/Broker
Erik A Elsea
Insurance Advisor/Broker
Daniel J. Tomas
Insurance Advisor/Broker
Peter Sierra
Insurance Advisor/Broker
Jeffrey J Mc Tiernan
Insurance Advisor/Broker
Vernon Joseph Klassen
Insurance Advisor/Broker
Gamaliel Michaud
Insurance Advisor/Broker
Chad Tsounis
Insurance Advisor/Broker
Paul Burns
Insurance Advisor/Broker
Robert Trudo
Insurance Advisor/Broker
Frank E. Booth
Insurance Advisor/Broker
Mitchell R. Tabor
Insurance Advisor/Broker
Nicholas Oldham
Insurance Advisor/Broker
Eric Lee Wolf
Insurance Advisor/Broker
Bruce Wayne Robertson
Insurance Advisor/Broker
Michael S. Hart
Insurance Advisor/Broker
Chris M. Fulton
Insurance Advisor/Broker
Paul G Mastroieni
Investment Adviser
Valic
Auditor
J.H. Cohn

Articles and Questions

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