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Company:
Oak Ridge Associated Universities
Plan:
Oak Ridge Associated Universities Basic Retirement Plan
 

Oak Ridge Associated Universities

67 Plan:

 
 
67
40
70
88
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 (67) and the top rated plan (88) could equate to:
[How is this calculated?]
12 additional years of work
Up to $98,500 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

Oak Ridge Associated Universities Basic Retirement Plan is a defined contribution plan. This plan has a BrightScope Rating of 67. This plan is in the top 35% of plans for Account Balances, Company Generosity, Investment Menu Quality, Participation Rate, and Total Plan Cost. Oak Ridge Associated Universities Basic Retirement Plan currently has over 1,800 active participants and over $148.6M in plan assets.


 Investment Menu Statistics

No. of Investment Options
38
Plan Average: 20
Largest Funds in this 403b: based on % allocation of assets
1. TIAA-CREF Traditional Annuity 44%
2. TIAA-CREF Stock 22%
3. TIAA-CREF Growth 3%

 Retirement Plan Details

Address P.O. Box 117
Oak Ridge, TN 37831-0117 
Industry Educational Services
Administrator Meghan Millwood
Sponsor D.W. Standley
Net Plan Assets $149,000,000
Total Participants 1,800
Avg Account Balance $82,000

  Plan Service Providers

Insurance Carrier Tiaa-Cref
Auditor Lattimore, Black, Morgan & Cain