Overview

Plan Rating

BrightScope Rating
69
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (16)
Average in Peer Group (69)
Highest in Peer Group (92)

Plan Description

Apogee Enterprises, Inc. 401k Retirement Plan is a defined contribution plan with a profit-sharing component, 401k feature, and ESOP component. This plan has a BrightScope Rating of 69. This plan is in the top 35% of plans for Account Balances, Participation Rate, and Total Plan Cost. Apogee Enterprises, Inc. 401k Retirement Plan currently has over 4,800 active participants and over $356.3M in plan assets.

Did you know?

For the average 401k participant, the 23 point difference between this plan's BrightScope Rating (69) and the top rated plan (92) could equate to:
16
Additional years of work
87,805
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 4400 West 78th Street Ste 520
  • Location
    Minneapolis , MN
  • 55435
  • Industry
    Manufacturing
  • Administrator
    Tracy Thompson
  • Net Plan Assets
    $356,000,000
  • Total Participants
    4,800
  • Avg Account Balance
    $75,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Average

Performance

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

Design

Total Plan Cost:
Average Fees
Company Generosity:
Below Avg.

Performance

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

Peer Group Plans

Company Rating
Texas Instruments 85.6
Valero Energy 84.8
Novo Nordisk 84.1
Micron Technology 83.7
Parker Hannifin 78.6
Terex 73.0
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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
Northern Trust Focus 38%
N/A
Prudential Core Conservative Bond 11%
N/A
Northern Trust S&P 500 Index 7%
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
Insurance Carrier
Principal Financial Group
Insurance Carrier
Prudential
Insurance Advisor/Broker
LPL Financial Corp. (NRP)
Administration
Principal Financial Group
Recordkeeper
Principal Financial Group
Investment Adviser
Institutional Investment Consulting
Investment Adviser
State Street Global Advisors
Auditor
Deloitte & Touche, LLP

Articles and Questions

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