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Company:
Ocean Reef Club, Inc.
Plan:
Ocean Reef Club Employee Savings & Retirement Plan
 

Ocean Reef Club, Inc.

54 Plan: Ocean Reef Club Employee Savings & Retirement Plan

 
 
54
3
48
82
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 28 point difference between this plan's BrightScope Rating (54) and the top rated plan (82) could equate to:
[How is this calculated?]
12 additional years of work
Up to $203,600 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

Ocean Reef Club Employee Savings & Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 54. This plan is in the top 15% of plans for Investment Menu Quality. Ocean Reef Club Employee Savings & Retirement Plan currently has over 500 active participants and over $10.0M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
25
Plan Average: 24
Largest Funds in this 401k: based on % allocation of assets
1. Ivy Large Cap Growth 17%
2. Hartford Life Fixed Account 11%
3. Mutual Global Discovery 8%

 Retirement Plan Details

Address 35 Ocean Reef Dr.
Key Largo, FL 33037 
Industry All Other Traveler Accommodation
Administrator Mark Kirkendall
Net Plan Assets $9,980,000
Total Participants 530
Avg Account Balance $25,000

  Plan Service Providers

Insurance Carrier Hartford
Insurance Advisor/Broker Tower Square Securities
Recordkeeper Hartford
Investment Adviser Mesirow Financial
Auditor Holyfield & Thomas, LLC

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