Wellington Management Group LLP

90
Form 5500 Data
(Top 30 2015)

Overview

Plan Rating

BrightScope Rating
90
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (43)
Average in Peer Group (78)
Highest in Peer Group (90)

Plan Description

Wellington Retirement and Pension Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 90, 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, Company Generosity, Participation Rate, Salary Deferral, and Total Plan Cost. Wellington Retirement and Pension Plan currently has over 3,200 active participants and over $1.6B in plan assets.
Congratulations!
This plan has the highest rating in its peer group.

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 280 Congress Street
  • Location
    Boston , MA
  • 02210
  • Industry
    Finance and Insurance
  • Administrator
    Douglas J.Hoffer
  • Net Plan Assets
    $1,620,000,000
  • Total Participants
    3,200
  • Avg Account Balance
    $500,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

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

Design

Total Plan Cost:
Average Fees
Company Generosity:
Great

Performance

Participation Rate:
Great
Salary Deferrals:
Great
Account Balance:
Great
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Investments

Investment Menu Stats

# of Investment Options

94

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Wellington Management Company, LP Target 11%
N/A
Wellington Biotechnology Fund 5%
N/A
Vanguard Prime Money Market 5%
1%
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
Charles Schwab
Recordkeeper
Charles Schwab
Recordkeeper
Aon Hewitt
Auditor
PricewaterhouseCoopers LLP

Articles and Questions

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