Overview

Plan Rating

BrightScope Rating
79
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (46)
Average in Peer Group (68)
Highest in Peer Group (87)

Plan Description

The David J. Joseph Company Joseph Group Salaried Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 79, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances and Company Generosity. The David J. Joseph Company Joseph Group Salaried Retirement Plan currently has over 900 active participants and over $116.9M in plan assets.

Did you know?

For the average 401k participant, the 8 point difference between this plan's BrightScope Rating (79) and the top rated plan (87) could equate to:
5
Additional years of work
42,004
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 12/31/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 300 Pike Street
  • Location
    Cincinnati , OH
  • 45202
  • Industry
    Recyclable Material Merchant Wholesalers
  • Administrator
    Lisa Clendenen
  • Net Plan Assets
    $117,000,000
  • Total Participants
    920
  • Avg Account Balance
    $130,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

Participation Rate:
Above Average
Salary Deferrals:
Above Average
Account Balance:
Great

Design

Total Plan Cost:
High Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Above Average
Salary Deferrals:
Above Average
Account Balance:
Above Average
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Investments

Investment Menu Stats

# of Investment Options

64

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Fidelity Freedom Funds 22%
43%
Fidelity Contrafund 16%
35%
Fidelity Low-Priced Stock 7%
66%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Recordkeeper
Fidelity
Auditor
Clark, Schaefer, Hackett & Co.

Articles and Questions

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