Overview

Plan Rating

BrightScope Rating
77
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 (74)
Highest in Peer Group (89)

Plan Description

Pacific University Section 403(b) Plan is a defined contribution plan. This plan has a BrightScope Rating of 77. This plan is in the top 15% of plans for Company Generosity and Participation Rate. Pacific University Section 403(b) Plan currently has over 1,400 active participants and over $109.2M in plan assets.

Did you know?

For the average 401k participant, the 12 point difference between this plan's BrightScope Rating (77) and the top rated plan (89) could equate to:
8
Additional years of work
123,043
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 2043 College Way
  • Location
    Forest Grove , OR
  • 97116
  • Industry
    Educational Services
  • Net Plan Assets
    $109,000,000
  • Total Participants
    1,500
  • Avg Account Balance
    $75,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

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

Design

Total Plan Cost:
Average Fees
Company Generosity:
Above Average

Performance

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

Investment Menu Stats

# of Investment Options

92

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
TIAA-CREF Traditional Annuity 21%
N/A
TIAA-CREF Lifecycle 14%
26%
TIAA-CREF Stock 13%
N/A
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
Valic
Insurance Carrier
Tiaa-Cref
Insurance Advisor/Broker
Stanton Pryor Jackson
Insurance Advisor/Broker
Michael S. Hart
Insurance Advisor/Broker
Colin Michael McDonnell
Insurance Advisor/Broker
Laura Gorton M
Insurance Advisor/Broker
Charles Robert Davee
Insurance Advisor/Broker
Kathryn Joy Arendsen
Insurance Advisor/Broker
Various
Insurance Advisor/Broker
Matthew D Weinert
Insurance Advisor/Broker
Jeff R. Evans
Insurance Advisor/Broker
Gerald Bruce Carnahan
Insurance Advisor/Broker
John P. Dakin
Investment Adviser
Valic
Recordkeeper
Valic
Auditor
Kieckhafer, Schiffer & Co., CPAS