Roush & Yates Racing Engines, LLC

62
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
62
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (33)
Average in Peer Group (64)
Highest in Peer Group (83)

Plan Description

Roush & Yates Racing Engines, LLC Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 62. Roush & Yates Racing Engines, LLC Retirement Plan currently has over 200 active participants and over $6.2M in plan assets.

Did you know?

For the average 401k participant, the 21 point difference between this plan's BrightScope Rating (62) and the top rated plan (83) could equate to:
10
Additional years of work
118,005
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 297 Rolling Hills Road
  • Location
    Mooresville , NC
  • 28117
  • Industry
    Manufacturing
  • Administrator
    Andy Wozniacki
  • Net Plan Assets
    $6,220,000
  • Total Participants
    230
  • Avg Account Balance
    $30,000

Plan Components

Component Ratings

Design

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

Performance

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

Design

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

Performance

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

Peer Group Plans

Company Rating
Nog 72.8
Carolina Forge Company, LLC 63.4
Ohio Moulding 59.9
Keats Manufacturing Co. 58.2
Thomas & Skinner 57.6
McAlpin Industries 55.3
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Investments

Investment Menu Stats

# of Investment Options

28

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Wells Fargo Stable Return Trust 17%
N/A
American Century Mid Cap Value 11%
6%
PIMCO Total Return 10%
69%
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
Fifth Third Bank
Auditor
Carter, P.C.

Articles and Questions

Boeing Plan Report (Updated)

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