Portland General Electric Company

82
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
82
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (36)
Average in Peer Group (79)
Highest in Peer Group (91)

Plan Description

Portland General Electric Company 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 82. This plan is in the top 15% of plans for Account Balances, Company Generosity, and Salary Deferral. Portland General Electric Company 401k Plan currently has over 3,500 active participants and over $684.0M in plan assets.

Did you know?

For the average 401k participant, the 9 point difference between this plan's BrightScope Rating (82) and the top rated plan (91) could equate to:
7
Additional years of work
114,683
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 121 Sw Salmon Street
  • Location
    Portland , OR
  • 97204-2901
  • Industry
    Utilities
  • Administrator
    Arleen N. Barnett, VP Admin
  • Net Plan Assets
    $684,000,000
  • Total Participants
    3,600
  • Avg Account Balance
    $210,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

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

Design

Total Plan Cost:
Highest
Company Generosity:
Above Average

Performance

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

Peer Group Plans

Company Rating
Spectra Energy 85.1
PPL Services 85.0
NV Energy 84.3
Puget Sound Energy 81.8
Agl Resources 78.4
ONE Gas 77.0
Are you a Plan Sponsor?
Benchmark your plan against others to achieve your business objectives.

Investments

Investment Menu Stats

# of Investment Options

26

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
T. Rowe Price Retirement 21%
8%
Prudential Stable Value 18%
N/A
Vanguard Institutional Index 11%
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
Insurance Carrier
Voya Financial (ING)
Insurance Carrier
Transamerica
Insurance Carrier
Reinsurance Group of America
Insurance Carrier
Prudential
Recordkeeper
Aon Hewitt
Corporate Trustee
Northern Trust
Legal Counsel
Groom Law Group Chartered
Auditor
Grant Thornton, LLP

Articles and Questions

Boeing Plan Report (Updated)

Boeing Fee Settlement Highlights the High Bar for Large Plans

Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

Have a question about retirement plans?
Our community of registered financial advisors are standing by to share their experience.
Ask a question