Overview

Plan Rating

BrightScope Rating
48
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (27)
Average in Peer Group (50)
Highest in Peer Group (72)

Plan Description

A New Leaf 403(b) Plan is a defined contribution plan. This plan has a BrightScope Rating of 48. A New Leaf 403(b) Plan currently has over 100 active participants and over $617.9K in plan assets.

Did you know?

For the average 401k participant, the 24 point difference between this plan's BrightScope Rating (48) and the top rated plan (72) could equate to:
10
Additional years of work
144,528
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 P.o. Box 35903
  • Location
    Tulsa , OK
  • 74153
  • Industry
    Health Care and Social Assistance
  • Administrator
    Mary Ogle
  • Net Plan Assets
    $620,000
  • Total Participants
    130
  • Avg Account Balance
    $10,000

Plan Components

Component Ratings

Design

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

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Below Avg.
Account Balance:
Poor

Design

Total Plan Cost:
Low Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Above Average
Salary Deferrals:
Average
Account Balance:
Average
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

22

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard Group Target Retirement 77%
27%
MFS Value 5%
11%
Metropolitan West Total Return Bond 4%
23%
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
Digital Retirement Solutions, Inc.
Recordkeeper
Digital Retirement Solutions, Inc.
Auditor
Standfield O'Dell

Articles and Questions

Boeing Plan Report (Updated)

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