Overview

Plan Rating

BrightScope Rating
69
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (41)
Average in Peer Group (70)
Highest in Peer Group (88)

Plan Description

Pacific Realty Associates, L.P. Retirement Plan and Trust is a defined contribution plan with a profit-sharing component. This plan has a BrightScope Rating of 69. This plan is in the top 15% of plans for Account Balances, Company Generosity, and Participation Rate. Pacific Realty Associates, L.P. Retirement Plan and Trust currently has over 100 active participants and over $29.6M in plan assets.

Did you know?

For the average 401k participant, the 19 point difference between this plan's BrightScope Rating (69) and the top rated plan (88) could equate to:
11
Additional years of work
106,161
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 12/31/2013
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 15350 Sw Sequoia Parkway, Suite 300
  • Location
    Portland , OR
  • 97224
  • Industry
    Lessors of Nonresidential Buildings (except Miniwarehouses)
  • Administrator
    John C. Hart
  • Net Plan Assets
    $29,600,000
  • Total Participants
    150
  • Avg Account Balance
    $200,000

Plan Components

Component Ratings

Design

Total Plan Cost:
High Fees
Company Generosity:
Great

Performance

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

Design

Total Plan Cost:
Highest
Company Generosity:
Great

Performance

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

Investment Menu Stats

# of Investment Options

34

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Total Limited Partnerships 11%
N/A
Sequoia 5%
100%
PRIMECAP Odyssey Aggressive Growth 5%
1%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Consultant
James R. Martin Consulting
Recordkeeper
Milliman, Inc.
Consultant
Milliman, Inc.
Auditor
DeLap White Caldwell & Croy, LLP

Articles and Questions

Boeing Plan Report (Updated)

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