Overview

Plan Rating

BrightScope Rating
75
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (34)
Average in Peer Group (73)
Highest in Peer Group (90)

Plan Description

OCLC Matching Thrift Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 75. This plan is in the top 35% of plans for Account Balances, Participation Rate, Salary Deferral, and Total Plan Cost. OCLC Matching Thrift Plan currently has over 1,200 active participants and over $93.8M in plan assets.

Did you know?

For the average 401k participant, the 15 point difference between this plan's BrightScope Rating (75) and the top rated plan (90) could equate to:
10
Additional years of work
119,021
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 6565 Kilgour Place
  • Location
    Dublin , OH
  • 43017-3395
  • Industry
    Information
  • Administrator
    Tammi Spayde
  • Net Plan Assets
    $93,800,000
  • Total Participants
    1,200
  • Avg Account Balance
    $82,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Average

Performance

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

Design

Total Plan Cost:
Low Fees
Company Generosity:
Average

Performance

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

Peer Group Plans

Company Rating
TripAdvisor, LLC 78.9
Cambium Learning Group 78.0
Amadeus North America 77.8
Commvault Americas 77.5
Informa USA 73.7
CDS Global 64.2
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Investments

Investment Menu Stats

# of Investment Options

15

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Lincoln Financial Stable Value 17%
N/A
PIMCO Total Return 12%
78%
Vanguard S&P 500 9%
9%
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
Lincoln Financial
Administration
Lincoln Financial
Auditor
Rea & Associates, Inc.