Overview

Plan Rating

BrightScope Rating
65
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (35)
Average in Peer Group (69)
Highest in Peer Group (86)

Plan Description

Oglethorpe University 403(b) Retirement Program is a defined contribution plan. This plan has a BrightScope Rating of 65. This plan is in the top 35% of plans for Account Balances, Company Generosity, Salary Deferral, and Total Plan Cost. Oglethorpe University 403(b) Retirement Program currently has over 400 active participants and over $28.2M in plan assets.

Did you know?

For the average 401k participant, the 21 point difference between this plan's BrightScope Rating (65) and the top rated plan (86) could equate to:
12
Additional years of work
93,929
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 4484 Peachtree Road Ne
  • Location
    Atlanta , GA
  • 30319-2737
  • Industry
    Educational Services
  • Administrator
    Michael Horan
  • Net Plan Assets
    $28,200,000
  • Total Participants
    490
  • Avg Account Balance
    $81,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Above Average
Account Balance:
Above Average

Design

Total Plan Cost:
Low Fees
Company Generosity:
Above Average

Performance

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

Investment Menu Stats

# of Investment Options

43

(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 22%
N/A
TIAA-CREF Lifecycle 15%
18%
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
Lincoln Financial
Insurance Carrier
Tiaa-Cref
Insurance Advisor/Broker
Lincoln Financial
Administration
Lincoln Financial
Auditor
Mauldin & Jenkins, LLC

Articles and Questions

Boeing Plan Report (Updated)

Boeing Fee Settlement Highlights the High Bar for Large Plans

Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

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