Overview

Plan Rating

BrightScope Rating
57
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 (51)
Highest in Peer Group (76)

Plan Description

Cao 403(B) Retirement Plan is a defined contribution plan. This plan has a BrightScope Rating of 57. Cao 403(B) Retirement Plan currently has over 300 active participants and over $5.1M in plan assets.

Did you know?

For the average 401k participant, the 19 point difference between this plan's BrightScope Rating (57) and the top rated plan (76) could equate to:
8
Additional years of work
163,761
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 6/30/2017
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 1001 Sw Baseline
  • Location
    Hillsboro , OR
  • 97123-3822
  • Industry
    Health Care and Social Assistance
  • Administrator
    Roger Barnes
  • Net Plan Assets
    $5,110,000
  • Total Participants
    350
  • Avg Account Balance
    $18,000

Plan Components

Component Ratings

Design

Total Plan Cost:
High Fees
Company Generosity:
Average

Performance

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

Design

Total Plan Cost:
Average Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Average
Salary Deferrals:
Average
Account Balance:
Below Avg.
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

50

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Total Guaranteed Investment Contracts 15%
N/A
JPMorgan Core Bond 12%
51%
Lincoln Financial Stable Value 12%
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
Lincoln Financial
Administration
Lincoln Financial
Auditor
Hoffman, Stewart & Schmidt Pc
Insurance Advisor/Broker
Lincoln Financial

Articles and Questions

Boeing Plan Report (Updated)

Boeing Fee Settlement Highlights the High Bar for Large Plans

Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

Why Do Investment Expenses Matter?
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