Overview

Plan Rating

BrightScope Rating
84
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (7)
Average in Peer Group (74)
Highest in Peer Group (88)

Plan Description

Taylor Made Employees Savings Retirement Program is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 84, 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, and Salary Deferral. Taylor Made Employees Savings Retirement Program currently has over 900 active participants and over $119.1M in plan assets.

Did you know?

For the average 401k participant, the 4 point difference between this plan's BrightScope Rating (84) and the top rated plan (88) could equate to:
3
Additional years of work
2,263
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 12/31/2017
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 5545 Fermi Ct.
  • Location
    Carlsbad , CA
  • 92008
  • Industry
    Manufacturing
  • Administrator
    Laura Garrett
  • Sponsor
    Christian Oed
  • Net Plan Assets
    $119,000,000
  • Total Participants
    940
  • Avg Account Balance
    $140,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

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

Design

Total Plan Cost:
High Fees
Company Generosity:
Above Average

Performance

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

Peer Group Plans

Company Rating
Neptune Technology Group 79.7
DJO Global 75.5
Intertape Polymer Group 72.9
Strongwell 65.3
David Clark Company 64.0
R.S. Hughes Co. 50.0
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

29

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Charles Schwab Managed Retirement 16%
N/A
JPMorgan US Equity 8%
47%
ClearBridge Large Cap Growth 8%
20%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Legal Counsel
David J Paik
Recordkeeper
Charles Schwab
Auditor
Vasquez & Co, LLP

Articles and Questions

Boeing Plan Report (Updated)

Boeing Fee Settlement Highlights the High Bar for Large Plans

Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

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