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Company:
Old Mutual Asset Management
Plan:
Old Mutual Asset Management Profit Sharing & 401k Plan
 

Old Mutual Asset Management

82 Plan: Old Mutual Asset Management Profit Sharing & 401k Plan

 
 
82
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73
85
0
10
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100
For the average 401k participant, the 3 point difference between this plan's BrightScope Rating (82) and the top rated plan (85) could equate to:
[How is this calculated?]
2 additional years of work
Up to $28,500 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.

 

Retirement Plan Description

Old Mutual Asset Management Profit Sharing & 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 82, 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, Company Generosity, Investment Menu Quality, Salary Deferral, and Total Plan Cost. Old Mutual Asset Management Profit Sharing & 401k Plan currently has over 1,500 active participants and over $177.6M in plan assets.

 

 
Plan Component Ratings

 Retirement Plan Details

Address 200 Clarendon Street, 53rd Floor
Boston, MA 02116 
Industry Offices of Other Holding Companies
Administrator Christopher Hadley
Net Plan Assets $178,000,000
Total Participants 1,600
Avg Account Balance $120,000

 Compare Other Companies in Peer Group

MGIC Investment 76.4
National Fuel Gas Company 73.3
K-M Industries Holding Co. 71.1
Platinum Equity, LLC 68.4
BBH 67.5
Zep 67.0

 Top 3 Funds in this 401k

1. Self-Directed Brokerage Accounts 21%
2. Vanguard Windsor II 6%
3. Schwab S&P 500 Index 4%

  Plan Service Providers

Insurance Carrier Principal Financial Group
Recordkeeper Charles Schwab
Corporate Trustee Charles Schwab
Auditor KPMG, Llp

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