BrightScope Rating
Company:
Wellington Management Company, LLP
Plan:
Wellington Retirement and Pension Plan
Wellington Management Company, LLP
89
Plan:
Wellington Retirement and Pension Plan
8
64
91
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 2 point difference between this plan's BrightScope Rating (89) and the top rated plan (91) could equate to:
[How is this calculated?]
[How is this calculated?]
2 additional years of work Up to $109,500 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.
Plan Description
Wellington Retirement and Pension Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 89, 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, Salary Deferrals, Investment Menu Quality, and Account Balances. Wellington Retirement and Pension Plan currently has over 1,700 active participants and over $699.4M in plan assets.
Plan Details
| Address | 75 State Street Boston, MA 02109 |
| Industry | Other Financial Investment Activities Including Investment Advice and Management |
| Administrator | Neil Medugno |
| Net Plan Assets | $699,000,000 |
| Total Participants | 2,900 |
| Avg Account Balance | $240,000 |
Top 3 Investment Holdings
| 1. | Vanguard Prime Money Market | 6% |
| 2. | Wellington Special Equity Fund | 4% |
| 3. | Wellington Emerging Markets Fund | 3% |
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