Overview

Plan Rating

BrightScope Rating
66
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (45)
Average in Peer Group (69)
Highest in Peer Group (83)

Plan Description

Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 66. This plan is in the top 35% of plans for Account Balances, Company Generosity, and Participation Rate. Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan currently has over 700 active participants and over $48.5M in plan assets.

Did you know?

For the average 401k participant, the 17 point difference between this plan's BrightScope Rating (66) and the top rated plan (83) could equate to:
8
Additional years of work
140,251
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 4700 West 160th Street
  • Location
    Cleveland , OH
  • 44135
  • Industry
    Manufacturing
  • Administrator
    Darren Hilliard
  • Net Plan Assets
    $48,500,000
  • Total Participants
    740
  • Avg Account Balance
    $66,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Above Average

Performance

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

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

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

Peer Group Plans

Company Rating
FN America, LLC 75.3
Fike 73.4
Kimray 72.0
Tempel Holdings 68.2
VSC Fire & Security 64.8
Southco 63.8
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Investments

Investment Menu Stats

# of Investment Options

32

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Fidelity Freedom Funds 16%
15%
Fidelity Managed Income Portfolio 12%
N/A
Oakmark Equity & Income 12%
70%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Investment Adviser
Highland Consulting Associates
Consultant
Highland Consulting Associates
Recordkeeper
Fidelity
Investment Adviser
Strategic Advisors
Auditor
SS&G Financial Services, Inc.

Articles and Questions

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