Overview

Plan Rating

BrightScope Rating
72
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (29)
Average in Peer Group (61)
Highest in Peer Group (83)

Plan Description

Oetiker, Inc. Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 72, 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. Oetiker, Inc. Retirement Plan currently has over 100 active participants and over $10.4M in plan assets.

Did you know?

For the average 401k participant, the 11 point difference between this plan's BrightScope Rating (72) and the top rated plan (83) could equate to:
4
Additional years of work
124,413
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 12/31/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 6317 Euclid Street
  • Location
    Marlette , MI
  • 48453
  • Industry
    Manufacturing
  • Administrator
    Tim Kennedy
  • Net Plan Assets
    $10,400,000
  • Total Participants
    120
  • Avg Account Balance
    $93,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Above Average

Performance

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

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

Participation Rate:
Above Average
Salary Deferrals:
Above Average
Account Balance:
Above Average
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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
T. Rowe Price Blue Chip Growth 8%
71%
Putnam Equity Income 8%
75%
Vanguard Mid Capitalization Index 7%
39%
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
Yeo & Yeo, P.C.
Recordkeeper
Putnam Investments
Recordkeeper
TD Ameritrade Trust Company
Auditor
Yeo & Yeo, P.C.