Overview

Plan Rating

BrightScope Rating
39
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 (69)
Highest in Peer Group (92)

Plan Description

Brewer Oil Company Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 39. Brewer Oil Company Savings Plan currently has over 200 active participants and over $3.4M in plan assets.

Did you know?

For the average 401k participant, the 53 point difference between this plan's BrightScope Rating (39) and the top rated plan (92) could equate to:
27
Additional years of work
283,402
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 3/31/2019
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 2701 Candelaria Ne
  • Location
    Albuquerque , NM
  • 87107
  • Industry
    Wholesale Trade
  • Net Plan Assets
    $3,390,000
  • Total Participants
    300
  • Avg Account Balance
    $21,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Average

Performance

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

Design

Total Plan Cost:
Highest
Company Generosity:
Average

Performance

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

Peer Group Plans

Company Rating
Effingham Equity 75.1
Ellsworth 74.0
HOP Energy, LLC 69.3
Kahn Ventures 68.6
Frank Liquor Company 67.9
Mockler Beverage Company 67.4
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

25

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Voya Intermediate Bond 16%
N/A
Vanguard 500 Index 14%
N/A
T. Rowe Price Retirement 12%
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
The Standard
Insurance Advisor/Broker
Kestra Advisory Services, LLC
Recordkeeper
The Standard
Auditor
Axiom CPAS and Business Advisors

Articles and Questions

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