The Putnam Retirement Plan

Wealthminder's Take

The Putnam Retirement Plan at Putnam Investments, Llc in the Finance and Insurance industry has 4 investment options, and a total of $637,871,205.00 in assets. With 3,412 participants, the The Putnam Retirement Plan has an average balance per participant of $186,949.36.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
5
34
Your Plan
83

The Wealthminder rating is a quantitative scoring of 401k plans based on information submitted in regulatory filing documents. The rating was developed by Wealthminder and benchmarks a company's 401k plan against other plans in its industry peer group.

Wealthminder designed the rating to help employees to evaluate the relative quality of their employer's 401k plan, as well as for administrators to identify areas where they can make improvements.

Component Rating
Score
Total Plan Cost
32
Company Match Level
21
Employee Participation Rate
37
Employee Contribution Level
24
Average Balance Size
76
Putnam Investments, Llc Details
Address
One Post Office Square
Boston, MA 02109
Telephone
617-760-6534
Total Assets
$637,871,205.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
3,412
Plan Investment Options
Name
Sponsor
Current Value
Putnam Stable Value Fund
Putnam Fiduciary Trust Company
$39,145,805.00
Putnam S&p 500 Index Fund
Putnam Fiduciary Trust Company
$15,150,479.00
Putnam Bond Index Fund
Putnam Fiduciary Trust Company
$2,719,284.00
Panagora Us Large Cap Stock Selecto
Sei Trust Company
$431,424.00
Service Providers
  • Td Ameritrade, Inc
  • Deloitte & Touche Llp
  • Great-west Life And Annuity Insuran
  • Putnam Fiduciary Trust Company
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