Overview

Plan Rating

BrightScope Rating
53
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (27)
Average in Peer Group (65)
Highest in Peer Group (87)

Plan Description

Trader Joe's Company Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 53. This plan is in the top 35% of plans for Company Generosity and Total Plan Cost. Trader Joe's Company Retirement Plan currently has over 38,100 active participants and over $1.2B in plan assets.

Did you know?

For the average 401k participant, the 34 point difference between this plan's BrightScope Rating (53) and the top rated plan (87) could equate to:
17
Additional years of work
234,350
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 12/31/2015
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 800 South Shamrock Ave.
  • Location
    Monrovia , CA
  • 91016
  • Industry
    All Other Specialty Food Stores
  • Administrator
    Lisa Reese
  • Net Plan Assets
    $1,180,000,000
  • Total Participants
    38,000
  • Avg Account Balance
    $40,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Above Average

Performance

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

Design

Total Plan Cost:
Highest
Company Generosity:
Average

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Poor
Account Balance:
Poor
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Investments

Investment Menu Stats

# of Investment Options

14

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
American Funds American Balanced 69%
5%
American Funds Growth Fund of America 6%
11%
American Funds Washington Mutual 3%
15%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Recordkeeper
American Funds (Capital Group)
Auditor
Holthouse, Carlin, Van Trigt