Overview

Plan Rating

BrightScope Rating
62
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (41)
Average in Peer Group (68)
Highest in Peer Group (87)

Plan Description

Equal Exchange, Inc. 401k Profit Sharing Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 62. This plan is in the top 15% of plans for Participation Rate. Equal Exchange, Inc. 401k Profit Sharing Plan and Trust currently has over 100 active participants and over $6.7M in plan assets.

Did you know?

For the average 401k participant, the 25 point difference between this plan's BrightScope Rating (62) and the top rated plan (87) could equate to:
13
Additional years of work
112,512
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 50 United Drive
  • Location
    West Bridgewater , MA
  • 02379
  • Industry
    Manufacturing
  • Administrator
    Renie Bithell
  • Net Plan Assets
    $6,650,000
  • Total Participants
    170
  • Avg Account Balance
    $38,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

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

Design

Total Plan Cost:
Low Fees
Company Generosity:
Above Average

Performance

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

Peer Group Plans

Company Rating
ViskoTeepak, LLC 73.9
BI Nutraceuticals 72.1
Allen Flavors 71.7
Eurark, L.L.C. 68.5
Shanks Extracts 65.2
Vienna Beef Ltd. 62.2
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

20

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Domini Impact Equity 16%
32%
Parnassus Core Equity Fund 12%
3%
Wells Fargo Stable Return Trust 11%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Recordkeeper
Alerus Financial
Auditor
Leone, Morrissey, He

Articles and Questions

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