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Company:
Eaton Vance Management
Plan:
Eaton Vance Management Profit-Sharing Retirement Plan
 

Eaton Vance Management

83 Plan:

 
 
83
38
72
90
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 7 point difference between this plan's BrightScope Rating (83) and the top rated plan (90) could equate to:
[How is this calculated?]
6 additional years of work
Up to $36,200 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

Eaton Vance Management Profit-Sharing Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 83. This plan is in the top 15% of plans for Account Balances, Company Generosity, and Investment Menu Quality. Eaton Vance Management Profit-Sharing Retirement Plan currently has over 1,300 active participants and over $233.3M in plan assets.

 

 Retirement Plan Details

Address Two International Place, 8th Floor
Boston, MA 02110 
Industry Securities Brokerage
Administrator Daniel Ethier
Net Plan Assets $233,000,000
Total Participants 1,300
Avg Account Balance $180,000

 Top 3 Funds in this 401k

1. Eaton Vance Income Fund of Boston 8%
2. Eaton Vance Large-Cap Value 8%
3. Eaton Vance Floating Rate 6%

  Plan Service Providers

Recordkeeper Charles Schwab
Auditor Deloitte & Touche, LLP

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