Overview

Plan Rating

BrightScope Rating
80
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (41)
Average in Peer Group (74)
Highest in Peer Group (88)

Plan Description

Occidental College 403(b) Retirement Plan is a defined contribution plan. This plan has a BrightScope Rating of 80, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, Participation Rate, and Total Plan Cost. Occidental College 403(b) Retirement Plan currently has over 1,500 active participants and over $180.0M in plan assets.

Did you know?

For the average 401k participant, the 8 point difference between this plan's BrightScope Rating (80) and the top rated plan (88) could equate to:
6
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 12/31/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 1600 Campus Road
  • Location
    Los Angeles , CA
  • 90041
  • Industry
    Educational Services
  • Administrator
    Danita Maxwell
  • Net Plan Assets
    $180,000,000
  • Total Participants
    1,500
  • Avg Account Balance
    $120,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

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

Design

Total Plan Cost:
Average Fees
Company Generosity:
Above Average

Performance

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

Investment Menu Stats

# of Investment Options

43

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
TIAA-CREF Traditional Annuity 34%
N/A
TIAA-CREF Stock 25%
N/A
TIAA-CREF Lifecycle 5%
26%
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
Grant Thornton, LLP

Articles and Questions

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