Overview

Plan Rating

BrightScope Rating
54
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 (62)
Highest in Peer Group (91)

Plan Description

Oakley Groves, Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 54. This plan is in the top 35% of plans for Participation Rate. Oakley Groves, Inc. 401k Plan currently has over 400 active participants and over $3.7M in plan assets.

Did you know?

For the average 401k participant, the 37 point difference between this plan's BrightScope Rating (54) and the top rated plan (91) could equate to:
20
Additional years of work
263,179
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 101 Abc Road
  • Location
    Lake Wales , FL
  • 33859
  • Industry
    Transportation and Warehousing
  • Administrator
    Marjorie Fann
  • Net Plan Assets
    $3,660,000
  • Total Participants
    480
  • Avg Account Balance
    $7,900

Plan Components

Component Ratings

Design

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

Performance

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

Design

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

Performance

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

Peer Group Plans

Company Rating
Suncraft Technologies 63.4
Veltri 62.5
Prospect Transportation 60.3
Pak-Lite 60.1
H.F. Cox 57.2
Atlantic Moving and Storage 49.7
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Investments

Investment Menu Stats

# of Investment Options

21

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
MassMutual Fixed Interest Account 31%
N/A
BlackRock Equity Dividend 10%
N/A
American Funds Growth Fund of America 8%
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
Hartford
Insurance Advisor/Broker
Morgan Stanley
Recordkeeper
MassMutual
Auditor
Bunting, Tripp, & Ingley, LLP

Articles and Questions