Overview

Plan Rating

BrightScope Rating
81
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 (74)
Highest in Peer Group (88)

Plan Description

Oberlin College Defined Contribution Retirement Plan is a defined contribution plan. This plan has a BrightScope Rating of 81, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, Participation Rate, and Total Plan Cost. Oberlin College Defined Contribution Retirement Plan currently has over 2,300 active participants and over $383.3M in plan assets.

Did you know?

For the average 401k participant, the 7 point difference between this plan's BrightScope Rating (81) and the top rated plan (88) could equate to:
5
Additional years of work
25,897
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 173 W. Lorain Street
  • Location
    Oberlin , OH
  • 44074
  • Industry
    Educational Services
  • Administrator
    Mark R. Bates
  • Net Plan Assets
    $383,000,000
  • Total Participants
    2,400
  • Avg Account Balance
    $160,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

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

Design

Total Plan Cost:
Average Fees
Company Generosity:
Great

Performance

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

Investment Menu Stats

# of Investment Options

48

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
TIAA-CREF Traditional Annuity 32%
N/A
TIAA-CREF Stock 23%
N/A
TIAA-CREF Lifecycle 5%
45%
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
Tiaa-Cref
Insurance Carrier
Columbia Management
Insurance Advisor/Broker
Bonnie Cook Vallari
Insurance Advisor/Broker
Daniel Mc Hugh
Insurance Advisor/Broker
David Bogart
Legal Counsel
Franz Ward LLP
Consultant
Franz Ward LLP
Auditor
Hausser & Taylor, LLC