Overview

Plan Rating

BrightScope Rating
64
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (9)
Average in Peer Group (69)
Highest in Peer Group (88)

Plan Description

The O'Connell Companies, Inc. Employees' Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 64. This plan is in the top 15% of plans for Account Balances and Company Generosity. The O'Connell Companies, Inc. Employees' Profit Sharing Plan currently has over 200 active participants and over $24.6M in plan assets.

Did you know?

For the average 401k participant, the 24 point difference between this plan's BrightScope Rating (64) and the top rated plan (88) could equate to:
13
Additional years of work
142,223
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 480 Hampden Street
  • Location
    Holyoke , MA
  • 01040
  • Industry
    Offices of Other Holding Companies
  • Administrator
    Martin F. Schoenemann VP
  • Net Plan Assets
    $24,600,000
  • Total Participants
    270
  • Avg Account Balance
    $110,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

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

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

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

Peer Group Plans

Company Rating
FinCor Holdings 84.7
Manzanita Capital 82.2
Sega of America 80.6
Water Pik 79.4
NCMIC Group 76.8
The Commodities Group 74.8
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Investments

Investment Menu Stats

# of Investment Options

24

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
T. Rowe Price Stable Value Fund 23%
N/A
T. Rowe Price Retirement 18%
2%
T. Rowe Price Mid-Cap Growth 16%
10%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Corporate Trustee
T. Rowe Price
Investment Adviser
T. Rowe Price
Recordkeeper
T. Rowe Price
Auditor
Meyers Brothers Kalicka, Pc

Articles and Questions

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