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Company:
OSU Foundation
Plan:
OSU Foundation Money Purchase Plan
 

OSU Foundation

77 Plan:

 
 
77
27
64
87
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 10 point difference between this plan's BrightScope Rating (77) and the top rated plan (87) could equate to:
[How is this calculated?]
6 additional years of work
Up to $68,800 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

OSU Foundation Money Purchase Plan is a defined contribution plan. This plan has a BrightScope Rating of 77, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Company Generosity and Participation Rate. OSU Foundation Money Purchase Plan currently has over 100 active participants and over $8.4M in plan assets.

 

 Retirement Plan Details

Address 850 Sw 35th Street
Corvallis, OR 97333 
Industry Educational Services
Administrator Steven Schauble
Net Plan Assets $8,410,000
Total Participants 140
Avg Account Balance $62,000

 Top 3 Funds in this 401k

1. Vanguard 500 Index 13%
2. Harbor Bond 12%
3. Oakmark Equity & Income 11%

  Plan Service Provider

Auditor Jones & Roth, Pc

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