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

Oak Ridge Associated Universities

78 Plan:

 
 
78
39
71
87
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 9 point difference between this plan's BrightScope Rating (78) and the top rated plan (87) could equate to:
[How is this calculated?]
6 additional years of work
Up to $20,800 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 Supplemental Retirement Plan is a defined contribution plan. This plan has a BrightScope Rating of 78. This plan is in the top 15% of plans for Salary Deferral. Oak Ridge Associated Universities Supplemental Retirement Plan currently has over 800 active participants and over $58.3M in plan assets.


 Investment Menu Statistics

No. of Investment Options
264
Plan Average: 20
Largest Funds in this 403b: based on % allocation of assets
1. TIAA-CREF Traditional Annuity 21%
2. TIAA-CREF Stock 12%
3. VALIC Fixed Account Plus 5%

 Retirement Plan Details

Address P.O. Box 117
Oak Ridge, TN 37831-0117 
Industry Educational Services
Administrator Philip H. Sartell
Sponsor D.W. Standley
Net Plan Assets $58,300,000
Total Participants 820
Avg Account Balance $75,000

  Plan Service Providers

Insurance Carrier Valic
Insurance Carrier Tiaa-Cref
Insurance Advisor/Broker Various
Auditor Lattimore, Black, Morgan & Cain