Overview

Plan Rating

BrightScope Rating
68
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (38)
Average in Peer Group ()
Highest in Peer Group (91)

Plan Description

Ocala Eye, P.A. Restated Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 68. This plan is in the top 15% of plans for Company Generosity. Ocala Eye, P.A. Restated Profit Sharing Plan currently has over 100 active participants and over $13.3M in plan assets.

Did you know?

For the average 401k participant, the 23 point difference between this plan's BrightScope Rating (68) and the top rated plan (91) could equate to:
14
Additional years of work
79,484
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 12/31/2013
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 3130 Sw 32nd Ave
  • Location
    Ocala , FL
  • 34474
  • Industry
    Offices of Physicians (except Mental Health Specialists)
  • Net Plan Assets
    $13,300,000
  • Total Participants
    180
  • Avg Account Balance
    $88,000

Plan Components

Component Ratings

Design

Total Plan Cost:
High Fees
Company Generosity:
Great

Performance

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

Design

Total Plan Cost:
Highest
Company Generosity:
Great

Performance

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

Investment Menu Stats

# of Investment Options

23

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Schwab Personal Choice Retirement Account 64%
N/A
Schwab Money Market 7%
65%
Schwab S&P 500 Index 4%
15%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Investment Adviser
Personal Financial Profiles
Investment Adviser
Schafer Cullen Capital Management, Inc.
Auditor
Fabricant, Weissman & Darby, P.A.

Articles and Questions