Overview

Plan Rating

BrightScope Rating
57
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (23)
Average in Peer Group (63)
Highest in Peer Group (91)

Plan Description

Spencer Ogden 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 57. This plan is in the top 35% of plans for Salary Deferral. Spencer Ogden 401k Profit Sharing Plan and Trust currently has over 300 active participants and over $626.0K in plan assets.

Did you know?

For the average 401k participant, the 34 point difference between this plan's BrightScope Rating (57) and the top rated plan (91) could equate to:
19
Additional years of work
191,740
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 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 1201 Fannin Street Suite 300
  • Location
    Houston , TX
  • 77002
  • Industry
    Administrative and Support and Waste Management and Remediation Services
  • Administrator
    John Glover
  • Net Plan Assets
    $630,000
  • Total Participants
    360
  • Avg Account Balance
    $4,600

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Poor

Performance

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

Design

Total Plan Cost:
Low Fees
Company Generosity:
Average

Performance

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

Peer Group Plans

Company Rating
Progressive Employer Management Company 80.9
R.J. Roberts 73.7
Kaiser Group 59.4
Rebar Labor Services 58.2
Latitude 36 53.3
Tempstaff 50.1

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

38

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
JPMorgan SmartRetirement 46%
17%
Virtus AllianzGI Focused Growth 6%
10%
Pioneer Equity Income 5%
56%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Provider

SERVICE PROVIDER
Auditor
Calvin Martin & Company PLLC

Articles and Questions

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