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BRUCE OAKLEY, INC. 401(K) P/S PLAN

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Plan General Information

BRUCE OAKLEY, INC. 401(K) P/S PLAN Total Retirement Plan Assets

At the end of 2011, the total retirement plan assets of BRUCE OAKLEY, INC. 401(K) P/S PLAN is $3,931,467.00.This plan was established in 1997.

BRUCE OAKLEY, INC. 401(K) P/S PLAN Total Number of Retirement Plan Participants

At the end of 2011, the total number of retirement plan participants in BRUCE OAKLEY, INC. 401(K) P/S PLAN is 176

BRUCE OAKLEY, INC. 401(K) P/S PLAN Average Participant Retirement Account Value

In 2011, the average participant retirement account value for BRUCE OAKLEY, INC. 401(K) P/S PLAN is $22,337.00

BRUCE OAKLEY, INC. 401(K) P/S PLAN Estimated Average Employee Contribution Amount

In 2011, the estimated average employee contribution amount per participant for BRUCE OAKLEY, INC. 401(K) P/S PLAN is $3,609.00.

BRUCE OAKLEY, INC. 401(K) P/S PLAN Estimated Average Employer Match

In 2011, the estimated average employer match for an employee in BRUCE OAKLEY, INC. 401(K) P/S PLAN is approximately $722.00
Investing in this additonal $722.00 for 20 years would give you extra $46,247.00, assuming a 10% annual return.

BRUCE OAKLEY, INC. 401(K) P/S PLAN Total Employer Contribution and Match Rate

In 2011, BRUCE OAKLEY, INC. 401(K) P/S PLAN allocates $127,181.00 to match its employees' contributions, providing an employer match rate of 40.03% of their contributions

BRUCE OAKLEY, INC. 401(K) P/S PLAN Total Retirement Plan Asset Growth Rate

In 2011, the total retirement plan asset growth rate of BRUCE OAKLEY, INC. 401(K) P/S PLAN is 6.03%.

BRUCE OAKLEY, INC. 401(K) P/S PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2011, the estimated aggregate retirement account investment gain/loss for BRUCE OAKLEY, INC. 401(K) P/S PLAN is -2.29%. This measures the effectiveness of the plan participants' investments in the year.

BRUCE OAKLEY, INC. 401(K) P/S PLAN Expense Ratio

In 2011, the investment and administrative expense ratio of BRUCE OAKLEY, INC. 401(K) P/S PLAN is 0.00%.

Enrollment Features

BRUCE OAKLEY, INC. 401(K) P/S PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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