Overview

Plan Rating

BrightScope Rating
52
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 (58)
Highest in Peer Group (81)

Plan Description

Whole Foods Market Growing Your Future 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 52. This plan is in the top 35% of plans for Total Plan Cost. Whole Foods Market Growing Your Future 401k Plan currently has over 90,100 active participants and over $796.4M in plan assets.

Did you know?

For the average 401k participant, the 29 point difference between this plan's BrightScope Rating (52) and the top rated plan (81) could equate to:
12
Additional years of work
182,532
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 550 Bowie Street
  • Location
    Austin , TX
  • 78703-4644
  • Industry
    Supermarkets and Other Grocery (except Convenience) Stores
  • Administrator
    Mark Ehrnstein
  • Sponsor
    Patricia Yost
  • Net Plan Assets
    $796,000,000
  • Total Participants
    90,000
  • Avg Account Balance
    $11,000

Plan Components

Component Ratings

Design

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

Performance

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

Design

Total Plan Cost:
Highest
Company Generosity:
Poor

Performance

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

Peer Group Plans

Company Rating
H.E. Butt Grocery Company 60.6
The TJX Companies 55.8
Best Buy Co. 54.8
Delhaize America, LLC 53.7
Safeway 51.5
Bi-Lo, LLC 47.6
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Investments

Investment Menu Stats

# of Investment Options

32

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard Group Target Retirement 45%
N/A
Whole Foods Market, Inc. Common Stock 12%
N/A
Vanguard Institutional Index 5%
6%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Recordkeeper
Fidelity
Investment Adviser
Cook Street Consulting
Investment Adviser
Strategic Advisors
Legal Counsel
Erisa Consulting Group
Legal Counsel
Winstead,Sechrest & Minick Pc
Recordkeeper
Winstead,Sechrest & Minick Pc
Consultant
Erisa Consulting Group
Auditor
Padgett, Stratemann & Co., LLP

Articles and Questions

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