Overview

Plan Rating

BrightScope Rating
77
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (26)
Average in Peer Group (70)
Highest in Peer Group (90)

Plan Description

Oasis Systems, LLC 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 77. This plan is in the top 15% of plans for Salary Deferral. Oasis Systems, LLC 401k Plan currently has over 500 active participants and over $26.6M in plan assets.

Did you know?

For the average 401k participant, the 13 point difference between this plan's BrightScope Rating (77) and the top rated plan (90) could equate to:
9
Additional years of work
94,605
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 12/31/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 24 Hartwell Ave
  • Location
    Lexington , MA
  • 02421
  • Industry
    Other Computer Related Services
  • Administrator
    Mary Jane Knudson
  • Net Plan Assets
    $26,600,000
  • Total Participants
    560
  • Avg Account Balance
    $60,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Above Average

Performance

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

Design

Total Plan Cost:
High Fees
Company Generosity:
Average

Performance

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

Peer Group Plans

Company Rating
Linedata Services 80.9
IntraLinks 77.3
Collaborative Consulting, LLC 76.3
Digital Generation 75.9
ARGO Data Resource 75.1
Exactech 74.7
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Investments

Investment Menu Stats

# of Investment Options

30

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
JPMorgan SmartRetirement 17%
53%
Federated Capital Preservation Fund 8%
N/A
Vanguard 500 Index 8%
8%
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
Morgan Stanley
Recordkeeper
Morgan Stanley
Recordkeeper
Goldberg Harder Adelstein & Co
Recordkeeper
ADP
Auditor
Goldberg Harder Adelstein & Co