Overview

Plan Rating

BrightScope Rating
67
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (40)
Average in Peer Group (70)
Highest in Peer Group (88)

Plan Description

Oak Ridge Associated Universities Basic Retirement Plan is a defined contribution plan. This plan has a BrightScope Rating of 67. This plan is in the top 35% of plans for Account Balances, Company Generosity, Participation Rate, and Total Plan Cost. Oak Ridge Associated Universities Basic Retirement Plan currently has over 1,800 active participants and over $148.6M in plan assets.

Did you know?

For the average 401k participant, the 21 point difference between this plan's BrightScope Rating (67) and the top rated plan (88) could equate to:
12
Additional years of work
98,535
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 P.O. Box 117
  • Location
    Oak Ridge , TN
  • 37831-0117
  • Industry
    Educational Services
  • Administrator
    Meghan Millwood
  • Sponsor
    D.W. Standley
  • Net Plan Assets
    $149,000,000
  • Total Participants
    1,800
  • Avg Account Balance
    $82,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Above Average

Performance

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

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

Participation Rate:
Above Average
Salary Deferrals:
Poor
Account Balance:
Average
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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 44%
N/A
TIAA-CREF Stock 22%
N/A
TIAA-CREF Lifecycle 7%
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
Auditor
Lattimore, Black, Morgan & Cain