OppenheimerFunds, Inc.
85
Plan:
OppenheimerFunds, Inc. Capital Accumulation Plan
40
79
89
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 4 point difference between this plan's BrightScope Rating (85) and the top rated plan (89) could equate to:
[How is this calculated?]
[How is this calculated?]
3 additional years of work Up to $51,300 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
OppenheimerFunds, Inc. Capital Accumulation Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 85, 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, and Salary Deferral. OppenheimerFunds, Inc. Capital Accumulation Plan currently has over 3,000 active participants and over $417.0M in plan assets.
Retirement Plan Details
| Address |
2 World Financial Center
225 Liberty Street, 11th Floor New York, NY 10281-1008 |
| Industry | Finance and Insurance |
| Administrator | Tina Timm |
| Sponsor | Andrew Doyle |
| Net Plan Assets | $417,000,000 |
| Total Participants | 3,100 |
| Avg Account Balance | $140,000 |
Compare Other Companies in Peer Group
| American Century Services, LLC | 86.5 |
| IVZ | 85.7 |
| Russell Investment Group | 84.7 |
| Moody's | 83.7 |
| Putnam Investments, LLC | 82.5 |
| The Bank of New York Mellon | 81.6 |
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