Overview

Plan Rating

BrightScope Rating
59
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (13)
Average in Peer Group (70)
Highest in Peer Group (93)

Plan Description

CSX Corporation Capital Builder Plan is a defined contribution plan with a 401k feature and ESOP component. This plan has a BrightScope Rating of 59. This plan is in the top 15% of plans for Total Plan Cost. CSX Corporation Capital Builder Plan currently has over 24,400 active participants and over $1.4B in plan assets.

Did you know?

For the average 401k participant, the 34 point difference between this plan's BrightScope Rating (59) and the top rated plan (93) could equate to:
20
Additional years of work
147,271
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 12/31/2019
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 500 Water Street
  • Location
    Jacksonville , FL
  • 32202
  • Industry
    Transportation and Warehousing
  • Administrator
    Michelle Mullen
  • Net Plan Assets
    $1,440,000,000
  • Total Participants
    24,000
  • Avg Account Balance
    $87,000

Plan Components

Component Ratings

Design

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

Performance

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

Design

Total Plan Cost:
Average Fees
Company Generosity:
Poor

Performance

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

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

27

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
CSX Corporation Common Stock 35%
N/A
Vanguard Institutional Index 11%
6%
Total Common Stocks 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
Investment Adviser
Advised Assets Group, LLC
Recordkeeper
Great-West Life & Anniuity Ins Co
Investment Adviser
Loomis Sayles
Investment Adviser
Dodge & Cox
Investment Adviser
Wellington Management Company, LP
Investment Adviser
Morgan Stanley
Corporate Trustee
Northern Trust
Consultant
Various
Auditor
Ernst & Young

Articles and Questions

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