Overview

Plan Rating

BrightScope Rating
45
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (5)
Average in Peer Group (45)
Highest in Peer Group (77)

Plan Description

Occasions Caterers Pension Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 45. This plan is in the top 35% of plans for Salary Deferral. Occasions Caterers Pension Plan currently has over 100 active participants and over $2.7M in plan assets.

Did you know?

For the average 401k participant, the 32 point difference between this plan's BrightScope Rating (45) and the top rated plan (77) could equate to:
12
Additional years of work
233,858
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 12/31/2011
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 5458 3rd St Ne
  • Location
    Washington , DC
  • 20011-6316
  • Industry
    Accommodation and Food Services
  • Administrator
    John Mudd
  • Net Plan Assets
    $2,680,000
  • Total Participants
    200
  • Avg Account Balance
    $49,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Below Avg.

Performance

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

Design

Total Plan Cost:
Highest
Company Generosity:
Average

Performance

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

Investment Menu Stats

# of Investment Options

16

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Principal Bond & Mortgage Securities 16%
N/A
Principal Stable Value Fund 14%
N/A
Principal Large Cap S&P 500 Index 10%
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 Advisor/Broker
NFP Securities, Inc.
Insurance Advisor/Broker
MassMutual
Administration
Principal Financial Group
Recordkeeper
Principal Financial Group
Auditor
Squire Lemkin + O'Brien, LLP