East West Tea Company, L.L.C.

73
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
73
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 (68)
Highest in Peer Group (87)

Plan Description

East West Tea Company, L.L.C. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 73. This plan is in the top 15% of plans for Participation Rate. East West Tea Company, L.L.C. 401k Plan currently has over 100 active participants and over $6.9M in plan assets.

Did you know?

For the average 401k participant, the 14 point difference between this plan's BrightScope Rating (73) and the top rated plan (87) could equate to:
9
Additional years of work
32,079
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 12/31/2017
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 1325 Westec Drive
  • Location
    Eugene , OR
  • 97402
  • Industry
    Manufacturing
  • Net Plan Assets
    $6,860,000
  • Total Participants
    170
  • Avg Account Balance
    $41,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Average

Performance

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

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Above Average

Performance

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

Peer Group Plans

Company Rating
BI Nutraceuticals 72.1
Allen Flavors 71.7
Eurark, L.L.C. 68.5
Shanks Extracts 65.2
Kent Quality Foods 63.2
Equal Exchange 62.4
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

32

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Principal Financial Group LifeTime Hybrid 83%
50%
Vanguard Small Cap Index 2%
12%
Vanguard LifeStrategy Moderate Growth 2%
30%
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
John Hancock
Auditor
Aldrich CPAS + Advisors, LLC

Articles and Questions

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