Overview

Plan Rating

BrightScope Rating
50
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (4)
Average in Peer Group (54)
Highest in Peer Group (84)

Plan Description

Rafferty's, Inc. Employee Stock Ownership Plan is a defined contribution plan. This plan has a BrightScope Rating of 50. This plan is in the top 15% of plans for Participation Rate and Total Plan Cost. Rafferty's, Inc. Employee Stock Ownership Plan currently has over 2,900 active participants and over $17.2M in plan assets.

Did you know?

For the average 401k participant, the 34 point difference between this plan's BrightScope Rating (50) and the top rated plan (84) could equate to:
15
Additional years of work
250,374
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 12/30/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 1750 Scottsville Road, Suite 2
  • Location
    Bowling Green , KY
  • 42104
  • Industry
    Full-Service Restaurants
  • Administrator
    Douglas Taulbee
  • Net Plan Assets
    $17,200,000
  • Total Participants
    3,000
  • Avg Account Balance
    $5,800

Plan Components

Component Ratings

Design

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

Performance

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

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Poor

Performance

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

Peer Group Plans

Company Rating
White Castle System 66.9
The Cheesecake Factory 57.9
Pappas Restaurants 57.4
Urc, L.L.C. 53.2
McMenamins 50.9
Legal Sea Foods, LLC 48.3

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

2

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Rafferty's, Inc. Common Stock 99%
N/A
Total Interest Bearing Cash 0%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Provider

SERVICE PROVIDER
Auditor
Kirby & Moore, LLP

Articles and Questions

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