Overview

Plan Rating

BrightScope Rating
76
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (18)
Average in Peer Group (80)
Highest in Peer Group (92)

Plan Description

Baton Rouge Orthopaedic Clinic, L.L.C. Profit Sharing Plan & Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 76. This plan is in the top 15% of plans for Company Generosity and Participation Rate. Baton Rouge Orthopaedic Clinic, L.L.C. Profit Sharing Plan & Trust currently has over 400 active participants and over $37.3M in plan assets.

Did you know?

For the average 401k participant, the 16 point difference between this plan's BrightScope Rating (76) and the top rated plan (92) could equate to:
13
Additional years of work
*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 8080 Bluebonnet Blvd.
  • Location
    Baton Rouge , LA
  • 70810
  • Industry
    Offices of Physicians (except Mental Health Specialists)
  • Administrator
    Trey Williamson
  • Net Plan Assets
    $37,300,000
  • Total Participants
    400
  • Avg Account Balance
    $93,000

Plan Components

Component Ratings

Design

Total Plan Cost:
High Fees
Company Generosity:
Great

Performance

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

Design

Total Plan Cost:
Highest
Company Generosity:
Great

Performance

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

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

15

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Self-Directed Brokerage Accounts 72%
N/A
SEI Institutional Managed Large Cap Growth 5%
65%
SEI Institutional Managed Large Cap Value 5%
72%
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
Pacific Life Insurance
Corporate Trustee
Wells Fargo
Recordkeeper
Wells Fargo
Investment Adviser
RBC Wealth Management
Auditor
Postlethwaite & Netterville

Articles and Questions

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