Overview

Plan Rating

BrightScope Rating
85
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (43)
Average in Peer Group (79)
Highest in Peer Group (91)

Plan Description

Pacific Life Insurance Company Retirement Incentive Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 85. This plan is in the top 15% of plans for Account Balances, Company Generosity, Participation Rate, Salary Deferral, and Total Plan Cost. Pacific Life Insurance Company Retirement Incentive Savings Plan currently has over 4,000 active participants and over $940.3M in plan assets.

Did you know?

For the average 401k participant, the 6 point difference between this plan's BrightScope Rating (85) and the top rated plan (91) could equate to:
6
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 12/31/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 700 Newport Center Drive
  • Location
    Newport Beach , CA
  • 92660-6397
  • Industry
    Finance and Insurance
  • Administrator
    Donna Burton
  • Net Plan Assets
    $940,000,000
  • Total Participants
    4,000
  • Avg Account Balance
    $240,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

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

Design

Total Plan Cost:
Average Fees
Company Generosity:
Great

Performance

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

Investment Menu Stats

# of Investment Options

31

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard Institutional Index 12%
6%
Wells Fargo Fixed Income Fund 11%
N/A
Vanguard Group Target Retirement 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
Insurance Carrier
Various
Insurance Carrier
Prudential
Insurance Carrier
Transamerica
Insurance Carrier
AIG Asset Management (U.S.), LLC
Insurance Carrier
Pacific Life Insurance
Insurance Advisor/Broker
LPL Financial Corp. (NRP)
Administration
Principal Financial Group
Recordkeeper
Principal Financial Group
Legal Counsel
David Weiner Legal
Consultant
Mercer (Marsh & McLennan)
Investment Adviser
Institutional Investing Consulting
Investment Adviser
Morningstar, Inc.
Administration
Morningstar, Inc.
Administration
MetLife
Auditor
Deloitte & Touche, LLP