Overview

Plan Rating

BrightScope Rating
43
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (5)
Average in Peer Group (47)
Highest in Peer Group (74)

Plan Description

Oesterlen-Services For Youth Inc. Tax Deferred Annuity Plan is a defined contribution plan. This plan has a BrightScope Rating of 43. Oesterlen-Services For Youth Inc. Tax Deferred Annuity Plan currently has over 100 active participants and over $1.1M in plan assets.

Did you know?

For the average 401k participant, the 31 point difference between this plan's BrightScope Rating (43) and the top rated plan (74) could equate to:
12
Additional years of work
234,250
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 12/31/2011
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 1918 Mechanicsburg Rd.
  • Location
    Springfield , OH
  • 45503
  • Industry
    Health Care and Social Assistance
  • Administrator
    Kathryn D Murphy
  • Net Plan Assets
    $1,060,000
  • Total Participants
    170
  • Avg Account Balance
    $8,400

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Poor

Performance

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

Design

Total Plan Cost:
High Fees
Company Generosity:
Below Avg.

Performance

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

Investment Menu Stats

# of Investment Options

15

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
American United Life Fixed Fund 17%
N/A
Fidelity Advisor Equity Growth 14%
36%
American Century Strategic Allocation: Moderate 11%
42%
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
American United Life
Insurance Advisor/Broker
G & W Equity Sales, Inc.
Insurance Advisor/Broker
Gardner & White
Auditor
Clark, Schaefer, Hackett & Co.

Articles and Questions

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