Overview

Plan Rating

BrightScope Rating
85
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (39)
Average in Peer Group (78)
Highest in Peer Group (91)

Plan Description

Fayez Sarofim & Co. Profit Sharing Plan is a defined contribution plan with a profit-sharing component. This plan has a BrightScope Rating of 85. This plan is in the top 15% of plans for Account Balances, Company Generosity, Participation Rate, and Total Plan Cost. Fayez Sarofim & Co. Profit Sharing Plan currently has over 100 active participants and over $178.3M in plan assets.

Did you know?

For the average 401k participant, the 6 point difference between this plan's BrightScope Rating (85) and the top rated plan (91) could equate to:
5
Additional years of work
42,943
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 P.O. Box 52830
  • Location
    Houston , TX
  • 77052-2830
  • Industry
    Finance and Insurance
  • Administrator
    John M Ratcliff
  • Net Plan Assets
    $178,000,000
  • Total Participants
    130
  • Avg Account Balance
    $1,360,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

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

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

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

Investment Menu Stats

# of Investment Options

2

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Total Common Stocks 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
Pannell Kerr Forster, P.C.