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

Oglethorpe University

65 Plan: Oglethorpe University 403(b) Retirement Program

 
 
65
35
69
86
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 21 point difference between this plan's BrightScope Rating (65) and the top rated plan (86) could equate to:
[How is this calculated?]
12 additional years of work
Up to $93,900 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 65. This plan is in the top 35% of plans for Account Balances, Company Generosity, Investment Menu Quality, Salary Deferral, and Total Plan Cost. Oglethorpe University 403(b) Retirement Program currently has over 400 active participants and over $28.2M in plan assets.


 Investment Menu Statistics

No. of Investment Options
35
Plan Average: 20
Largest Funds in this 403b: based on % allocation of assets
1. TIAA-CREF Traditional Annuity 32%
2. TIAA-CREF Stock 22%
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 $28,200,000
Total Participants 490
Avg Account Balance $81,000

 
Plan Service Providers

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