Overview

Plan Rating

BrightScope Rating
46
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (23)
Average in Peer Group (63)
Highest in Peer Group (85)

Plan Description

Ocular Sciences Puerto Rico, Inc. 1165(e) Plan is a defined contribution plan with a profit-sharing component. This plan has a BrightScope Rating of 46. This plan is in the top 35% of plans for Total Plan Cost. Ocular Sciences Puerto Rico, Inc. 1165(e) Plan currently has over 1,800 active participants and over $11.3M in plan assets.

Did you know?

For the average 401k participant, the 39 point difference between this plan's BrightScope Rating (46) and the top rated plan (85) could equate to:
17
Additional years of work
299,129
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 12/31/2013
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 500 Carr 584 Lot 7 Amuelas Ind. Pk
  • Location
    Juana Díaz , PR
  • 00795-2870
  • Industry
    All Other Personal Services
  • Administrator
    Rolando Torres
  • Net Plan Assets
    $11,300,000
  • Total Participants
    1,900
  • Avg Account Balance
    $12,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Average

Performance

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

Design

Total Plan Cost:
Low Fees
Company Generosity:
Below Avg.

Performance

Participation Rate:
Poor
Salary Deferrals:
Poor
Account Balance:
Poor
Are you a Plan Sponsor?
Benchmark your plan against others to achieve your business objectives.

Investments

Investment Menu Stats

# of Investment Options

10

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Federated Prime Obligations Money Market 24%
60%
American Funds Bond Fund of America 16%
44%
American Funds Growth Fund of America 14%
9%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Corporate Trustee
UBS Financial Services, Inc.
Investment Adviser
UBS Financial Services, Inc.
Recordkeeper
Benefit Plans Administrative Service (BPAS)
Auditor
Cruz & Urrutia CPA's