NAC Marketing Company LLC d/b/a New Vitality

65

Overview

Plan Rating

BrightScope Rating
65
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (8)
Average in Peer Group (50)
Highest in Peer Group (80)

Plan Description

NAC Marketing Company LLC 401k Profit Sharing Plan & Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 65, placing it in the top 15% of all plans in its peer group. This plan is also in the top 35% of plans for Participation Rate. NAC Marketing Company LLC 401k Profit Sharing Plan & Trust currently has fewer than 100 active participants and over $1.1M in plan assets.

Did you know?

For the average 401k participant, the 15 point difference between this plan's BrightScope Rating (65) and the top rated plan (80) could equate to:
7
Additional years of work
56,954
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 12/31/2017
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 95 Executive Dr Ste 14
  • Location
    Edgewood , NY
  • 11717-8326
  • Industry
    Accommodation and Food Services
  • Administrator
    Sheryl Oleksak
  • Net Plan Assets
    $1,110,000
  • Total Participants
    79
  • Avg Account Balance
    $14,000

Plan Components

Component Ratings

Design

Total Plan Cost:
High Fees
Company Generosity:
Poor

Performance

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

Design

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

Performance

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

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

37

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
iShares S&P 500 Index 15%
47%
Invesco Oppenheimer International Small-Mid Company 14%
14%
American Funds (Capital Group) Target Date Retirement 12%
3%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Recordkeeper
Paychex, Inc.
Auditor
Nussbaum Yates Berg Klein & Wolpow

Articles and Questions

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