Overview

Plan Rating

BrightScope Rating
78
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 (76)
Highest in Peer Group (88)

Plan Description

Pacific University Section 403(b) Plan is a defined contribution plan. This plan has a BrightScope Rating of 78. This plan is in the top 15% of plans for Company Generosity and Participation Rate. Pacific University Section 403(b) Plan currently has over 1,500 active participants and over $148.2M in plan assets.

Did you know?

For the average 401k participant, the 10 point difference between this plan's BrightScope Rating (78) and the top rated plan (88) could equate to:
7
Additional years of work
*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 12/31/2017
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 2043 College Way
  • Location
    Forest Grove , OR
  • 97116
  • Industry
    Educational Services
  • Administrator
    Tracy King
  • Sponsor
    Jennifer Yruegas
  • Net Plan Assets
    $148,000,000
  • Total Participants
    1,500
  • Avg Account Balance
    $96,000

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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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

49

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
TIAA-Nuveen Lifecycle 19%
59%
TIAA-CREF Traditional Annuity 18%
N/A
TIAA-CREF Stock 9%
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
Variable Annuity Life Insurance Contract
Insurance Carrier
TIAA-Nuveen
Insurance Advisor/Broker
Jerimiah Gildea
Insurance Advisor/Broker
Stanton Pryor Jackson
Insurance Advisor/Broker
Shaun Dalton
Insurance Advisor/Broker
Michael S. Hart
Insurance Advisor/Broker
Various
Insurance Advisor/Broker
Jennifer Altemus
Insurance Advisor/Broker
Colin Michael McDonnell
Insurance Advisor/Broker
Peter Lupone
Insurance Advisor/Broker
Laura Gorton M
Insurance Advisor/Broker
Xavier Granja
Insurance Advisor/Broker
Mary R. Mccollum
Insurance Advisor/Broker
Vicki Korinko
Insurance Advisor/Broker
Charles Robert Davee
Insurance Advisor/Broker
David Ostler
Insurance Advisor/Broker
Glen Arthur Holden Jr
Insurance Advisor/Broker
Matthew Weinhert
Insurance Advisor/Broker
Jeffrey M. Hughes
Investment Adviser
Valic
Recordkeeper
Valic
Investment Adviser
TIAA-Nuveen
Recordkeeper
TIAA-Nuveen
Auditor
Kbf CPAS LLP

Articles and Questions

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