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Company:
Oglethorpe University
Plan:
Oglethorpe University 403(b) Retirement Program
 

Oglethorpe University

61 Plan: Oglethorpe University 403(b) Retirement Program

 
 
61
36
70
87
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 26 point difference between this plan's BrightScope Rating (61) and the top rated plan (87) could equate to:
[How is this calculated?]
14 additional years of work
Up to $147,600 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

Oglethorpe University 403(b) Retirement Program is a defined contribution plan. This plan has a BrightScope Rating of 61. This plan is in the top 35% of plans for Account Balances and Total Plan Cost. Oglethorpe University 403(b) Retirement Program currently has over 400 active participants and over $26.2M in plan assets.


 Investment Menu Statistics

No. of Investment Options
34
Plan Average: 20
Largest Funds in this 403b: based on % allocation of assets
1. TIAA-CREF Traditional Annuity 37%
2. TIAA-CREF Stock 21%
3. TIAA-CREF Global Equities 3%

 Retirement Plan Details

Address 4484 Peachtree Road Ne
Atlanta, GA 30319-2737 
Industry Educational Services
Administrator Michael Horan
Net Plan Assets $26,200,000
Total Participants 450
Avg Account Balance $74,000

  Plan Service Providers

Insurance Carrier Lincoln Financial
Insurance Carrier Tiaa-Cref
Insurance Advisor/Broker Lincoln Financial
Administration Lincoln Financial
Auditor Mauldin & Jenkins, LLC