Overview

Plan Rating

BrightScope Rating
88
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (58)
Average in Peer Group (80)
Highest in Peer Group (91)

Plan Description

Shell Provident Fund is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 88, 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, Salary Deferral, and Total Plan Cost. Shell Provident Fund currently has over 37,000 active participants and over $10.6B in plan assets.

Did you know?

For the average 401k participant, the 3 point difference between this plan's BrightScope Rating (88) and the top rated plan (91) could equate to:
3
Additional years of work
20,919
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 P. O. Box 1438
  • Location
    Houston , TX
  • 77251-1438
  • Industry
    Petroleum Refineries
  • Administrator
    James C. Smith
  • Net Plan Assets
    $10,600,000,000
  • Total Participants
    37,000
  • Avg Account Balance
    $290,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

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

Design

Total Plan Cost:
Average Fees
Company Generosity:
Great

Performance

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

Peer Group Plans

Company Rating
ConocoPhillips Company 88.8
Pfizer 88.1
BP Corporation North America 88.1
Merck & Co. 86.6
DuPont 85.6
The Dow Chemical Company 83.9
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Investments

Investment Menu Stats

# of Investment Options

351

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Total Interest Bearing Cash 11%
N/A
Fidelity US Equity Index 10%
N/A
Royal Dutch Shell PLC Common Stock 7%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Investment Adviser
Financial Engines
Corporate Trustee
BlackRock, Inc.
Recordkeeper
Fidelity
Auditor
PricewaterhouseCoopers LLP
Legal Counsel
Baker & Botts