Overview

Plan Rating

BrightScope Rating
75
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (40)
Average in Peer Group (63)
Highest in Peer Group (89)

Plan Description

Amerex Group 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 75, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances and Salary Deferral. Amerex Group 401k Profit Sharing Plan currently has fewer than 100 active participants and over $10.0M in plan assets.

Did you know?

For the average 401k participant, the 14 point difference between this plan's BrightScope Rating (75) and the top rated plan (89) could equate to:
9
Additional years of work
33,701
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 12/31/2013
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 512 7th Avenue
  • Location
    New York , NY
  • 10018
  • Industry
    Other Miscellaneous Durable Goods Merchant Wholesalers
  • Administrator
    Scott Adelsburg
  • Net Plan Assets
    $10,000,000
  • Total Participants
    95
  • Avg Account Balance
    $150,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Above Average

Performance

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

Design

Total Plan Cost:
Highest
Company Generosity:
Above Average

Performance

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

Peer Group Plans

Company Rating
Joseph Behr & Sons 78.3
Puma North America 65.0
Hobbico 64.2
Masthead Industries 57.1
Arizona Tile, LLC 56.2
Rico Industries 55.0
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Investments

Investment Menu Stats

# of Investment Options

30

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
John Hancock Lifestyle Balanced 15%
N/A
John Hancock Stable Value Fund 15%
N/A
John Hancock Lifestyle Growth 12%
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
John Hancock
Insurance Advisor/Broker
Morgan Stanley
Recordkeeper
John Hancock
Recordkeeper
Sentinel Benefits
Auditor
J.H. Cohn