Overview

Plan Rating

BrightScope Rating
58
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (38)
Average in Peer Group (56)
Highest in Peer Group (85)

Plan Description

O.C. Cluss Lumber Company Employees 401k Profit Sharing Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 58. This plan is in the top 35% of plans for Account Balances and Participation Rate. O.C. Cluss Lumber Company Employees 401k Profit Sharing Plan and Trust currently has over 200 active participants and over $13.8M in plan assets.

Did you know?

For the average 401k participant, the 27 point difference between this plan's BrightScope Rating (58) and the top rated plan (85) could equate to:
13
Additional years of work
132,936
Lost 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.How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2013
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address P.O. Box 696 135 S. Pennsylvania Ave.
  • Location
    Uniontown , PA
  • 15401
  • Industry
    Home Centers
  • Administrator
    John Hill
  • Net Plan Assets
    $13,800,000
  • Total Participants
    210
  • Avg Account Balance
    $66,000

Plan Components

Component Ratings

Design

Total Plan Cost:
High Fees
Company Generosity:
Poor

Performance

Participation Rate:
Above Average
Salary Deferrals:
Below Avg.
Account Balance:
Above Average

Design

Total Plan Cost:
High Fees
Company Generosity:
Poor

Performance

Participation Rate:
Above Average
Salary Deferrals:
Below Avg.
Account Balance:
Average
Are you a Plan Sponsor?
Benchmark your plan against others to achieve your business objectives.

Investments

Investment Menu Stats

# of Investment Options

26

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
American Century Investments One Choice 18%
19%
RidgeWorth Large Cap Value Equity 12%
17%
JPMorgan Large Cap Growth 10%
91%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
Empower
Insurance Advisor/Broker
William B. Beale
Administration
Dunbar, Bender & Zapf, Inc.
Recordkeeper
Empower
Auditor
Smith, Lewis, Chess & Company, LLP

Articles and Questions