Russell T. Bundy Associates, Inc.

65 Plan: Bundy Associates Retirement Plan

100

For the average 401k participant, the 21 point difference between this plan's BrightScope Rating (65) and the top rated plan (86) could equate to:
[How is this calculated?]

11 additional years of work

Up to $117,200 in lost retirement 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.

Retirement Plan Description

Bundy Associates Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 65. This plan is in the top 35% of plans for Company Generosity. Bundy Associates Retirement Plan currently has over 400 active participants and over $19.6M in plan assets.

Help Improve This Plan

Personal Fee Report

Investment Menu Statistics

No. of Investment Options

Plan Average: 24

Largest Funds in this 401k: based on % allocation of assets

1.	JPMorgan US Equity	24%
2.	Key Guaranteed Portfolio Fund	15%
3.	UBS PACE Government Securities Fixed-Income	14%

Plan Component Ratings

Total Plan Cost Average Fees

Company Generosity Above Average

Design Components

Participation Rate Average

Salary Deferrals Average

Account Balances Average

Performance Components

Retirement Plan Details

Address	417 East Water Street Urbana, OH 43078
Industry	Other Miscellaneous Durable Goods Merchant Wholesalers
Administrator	Elizabeth Bundy
Net Plan Assets	$19,600,000
Total Participants	470
Avg Account Balance	$46,000