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BrightScope Announces Its Fifth Annual Year-End Top 30 401k Plans List


December 17, 2013 - SAN DIEGO, CA

BrightScope (www.brightscope.com), the leading provider of independent retirement plan ratings and investment research, is proud to announce the fifth annual BrightScope Year-End Top 30 Ratings List covering 401k plans with more than $1 billion in assets. BrightScope obtains an increasing amount of its data directly from plan sponsors and recordkeepers, and augments these primary sources with data from publicly available sources such as the Department of Labor and the Securities and Exchange Commission. By analyzing and interpreting this data, BrightScope provides unprecedented transparency into the 401k industry.

The BrightScope Rating was developed by BrightScope, Inc. with the help of leading academics and independent 401k fiduciaries. By analyzing more than 200 individual data points, the BrightScope Rating algorithm calculates a single numerical value for each 401k plan. The data points examined cover broad categories such as total plan cost, company generosity and investment menu quality.

"Each year since our founding, we have released a Year-End Top 30 Ratings list to highlight the very best 401k plans in the country. This year is no different," says Mike Alfred, CEO and co-founder of BrightScope. "The beauty of the BrightScope Rating is that it is entirely quantitative. It is not a survey or political contest. The elite 401k plans on this list only appear there because they are highly likely to deliver their respective plan participants to a secure and dignified retirement."

Key Statistics of BrightScope's 2013 Top 30 List:

  • Target Date Funds make inroads. Last year, 4.9% of Top 30 Plans' assets were in a Target Date Fund; this year 5.4% of plan assets are in target date funds.
  • Index Funds growth continues. Index funds account for 33% of assets in the Top 30 Plans year, up 4 basis points compared to last year.
  • Plans within the 2013 Top 30 list average over $12,500 in salary deferrals per participant, down a bit from $12,700 in 2012.

Noteworthy findings in the 2013 Year-End Top 30 401k Plans List include:

The entire list of the 2013 Top 30 401k Plans with more than $1 billion in assets:



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2013 2012 U.S. BrightScope
Rank Rank Plan Name Headquarters Rating™
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1 N/A NFL Player Second Career Savings Plan Baltimore, MD 91.13
http://www.brightscope.com/401k-rating/252010/Savings-Board-Of-The-Nfl
-Player-Second-Career-Savings-Plan/256087/Nfl-Player-Second-Career-Savings
-Plan/
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2 2 The Savings Plan of Saudi Arabian Oil Houston, TX 90.73
Company
http://www.brightscope.com/401k-rating/437686/Saudi-Arabian-Oil-Company
/443449/The-Savings-Plan-Of-Saudi-Arabian-Oil-Company/
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3 3 Southwest Airlines Pilots' Retirement Dallas, TX 90.55
Savings Plan
http://www.brightscope.com/401k-rating/343176/Southwest-Airlines-Co/348002/
Southwest-Airlines-Pilots-Retirement-Savings-Plan/

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4 4 Wellington Retirement and Pension Plan Boston, MA 90.35
http://www.brightscope.com/401k-rating/13617/Wellington-Management-Company
-Llp/13804/Wellington-Retirement-And-Pension-Plan/

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5 N/A United Airlines Pilot Directed Account Chicago, IL 89.92
Plan
http://www.brightscope.com/401k-rating/167103/United-Air-Lines-Inc/169723/
United-Airlines-Pilot-Directed-Account-Plan/
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6 5 Amgen Retirement and Savings Plan Thousand Oaks, 89.47
CA
http://www.brightscope.com/401k-rating/429237/Amgen-Inc/434884/Amgen-
Retirement-And-Savings-Plan/

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7 N/A Novartis Corporation Investment New York, NY 88.59
Savings Plan
http://www.brightscope.com/401k-rating/43917/Novartis-Corporation/13905531/
Novartis-Corporation-Investment-Savings-Plan/
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8 10 Bristol-Myers Squibb Company Savings New York, NY 88.32
and Investment Program
http://www.brightscope.com/401k-rating/90205/Bristol-Myers-Squibb-Company
/91510/Bristol-Myers-Squibb-Company-Savings-And-Investment-Program/

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9 9 Southern California Permanente Medical Pasadena, CA 87.68
Group Retirement Plan
http://www.brightscope.com/401k-rating/423619/Southern-California-
Permanente-Medical-Group/696644/Southern-California-Permanente-Medical-
Group-Retirement-Plan/

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10 20 Anadarko Employee Savings Plan The Woodlands, 87.65
TX
http://www.brightscope.com/401k-rating/359411/Anadarko-Petroleum-
Corporation/364364/Anadarko-Employee-Savings-Plan/
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11 13 Bayer Corporation Savings and Pittsburgh, PA 87.55
Retirement Plan
http://www.brightscope.com/401k-rating/119949/Bayer-Corporation/121795/
Bayer-Corporation-Savings-And-Retirement-Plan/

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12 11 Google Inc. 401k Savings Plan Mountain View, 87.33
CA
http://www.brightscope.com/401k-rating/367778/Google-Inc/372789/Google-Inc
-401K-Savings-Plan/

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13 12 ExxonMobil Savings Plan Houston, TX 87.24
http://www.brightscope.com/401k-rating/55063/Exxon-Mobil-Corporation/55974/
Exxonmobil-Savings-Plan/

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14 7 Employees Savings and Retirement Plan New York, NY 87.06
of Credit Suisse
http://www.brightscope.com/401k-rating/26606/Credit-Suisse-Securities-Usa-
Llc/26928/Employees-Savings-And-Retirement-Plan-Of-Credit-Suisse/

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15 16 Chevron Employee Savings Investment San Ramon, CA 87.00
Plan
http://www.brightscope.com/401k-rating/410674/Chevron-Corporation/416040/
Chevron-Employee-Savings-Investment-Plan/

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16 14 IBM 401(k) Plus Plan Armonk, NY 86.97
http://www.brightscope.com/401k-rating/43285/Ibm-International-Business
-Machines/43863/Ibm-401K-Plus-Plan/

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17 22 BP Employee Savings Plan Houston, TX 86.89
http://www.brightscope.com/401k-rating/164763/Bp-Corporation-North-America
-Inc/167290/Bp-Employee-Savings-Plan/

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18 N/A AstraZeneca Savings and Security Plan Wilmington, DE 86.88
http://www.brightscope.com/401k-rating/115655/Astrazeneca-Pharmaceuticals
-Lp/117376/Astrazeneca-Savings-And-Security-Plan/
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19 19 Ernst & Young Partnership Retirement Secaucus, NJ 86.80
Plan
http://www.brightscope.com/401k-rating/156057/Ernst-Young-Us-Llp/549965/
Ernst-Young-Partnership-Retirement-Plan/

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20 17 BASF Corporation Retirement Savings Florham Park, 86.75
Plan NJ
http://www.brightscope.com/401k-rating/61196/Basf-Corporation/487122/Basf
-Corporation-Retirement-Savings-Plan/

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21 28 Bechtel Trust & Thrift Plan San Francisco, 86.58
CA
http://www.brightscope.com/401k-rating/415685/Bechtel-Corporation/421149/
Bechtel-Trust-Thrift-Plan/

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22 N/A Federal Home Loan Mortgage Corporation Mclean, VA 86.43
Thrift/401(k) Savings Plan
http://www.brightscope.com/401k-rating/246364/Federal-Home-Loan-Mortgage-
Corporation/250385/Federal-Home-Loan-Mortgage-Corporation-Thrift401K-
Savings-Plan/
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23 23 Shell Provident Fund Houston, TX 86.29
http://www.brightscope.com/401k-rating/997405/Shell-Oil-Company/13873329/
Shell-Provident-Fund/

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24 1 Marathon Oil Company Thrift Plan Houston, TX 86.23
http://www.brightscope.com/401k-rating/120473/Marathon-Oil-Company/122325/
Marathon-Oil-Company-Thrift-Plan/

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25 N/A Delta Pilots Defined Contribution Plan Atlanta, GA 86.23
http://www.brightscope.com/401k-rating/282771/Delta-Air-Lines-Inc/614110/
Delta-Pilots-Defined-Contribution-Plan/
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26 24 UBS Savings and Investment Plan Stamford, CT 86.23
http://www.brightscope.com/401k-rating/437794/Ubs-Ag/443559/Ubs-Savings-And
-Investment-Plan/

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27 29 GlaxoSmithKline Retirement Savings Philadelphia, 86.01
Plan PA
http://www.brightscope.com/401k-rating/105123/Glaxosmithkline-Llc/106678/
Glaxosmithkline-Retirement-Savings-Plan/

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28 N/A EFH Thrift Plan Dallas, TX 85.84
http://www.brightscope.com/401k-rating/355656/Energy-Future-Holdings
-Corporation/360580/Efh-Thrift-Plan/
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29 21 Cisco Systems, Inc. 401(k) Plan San Jose, CA 85.84
http://www.brightscope.com/401k-rating/363766/Cisco-Systems-Inc/368754/
Cisco-Systems-Inc-401K-Plan/

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30 N/A Caterpillar 401(k) Savings Plan Peoria, IL 85.73
http://www.brightscope.com/401k-rating/181009/Caterpillar-Inc/13905612/
Caterpillar-401K-Savings-Plan/

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The company has rated more than 46,000 retirement plans, spanning 30 million workers and $2 trillion in assets, and provided information on more than 770,000 financial advisors. Industry adoption of the BrightScope Rating will lead to more cost-effective plans, increased participation rates, higher employee satisfaction and better outcomes for the 60 million employees who depend on their 401k plan for retirement.

For more information please visit www.brightscope.com.

About BrightScope

BrightScope is a financial information company that brings transparency to opaque markets through independent research and analysis. Delivered through web-based software, BrightScope data drives better decision-making for individual investors, corporate plan sponsors, asset managers, broker-dealers, and financial advisors. The BrightScope Rating™, developed in partnership with leading independent 401k fiduciaries, reviews more than 200 unique data inputs per plan and calculates a single numerical score which defines plan quality at the company level. In April 2011, the company launched BrightScope Advisor Pages™, the first comprehensive and publicly available directory of financial advisors designed to help consumers discover information and conduct due diligence on wealth management professionals. BrightScope also markets a suite of data analytics software products to Fortune 1000 companies, asset managers, broker-dealers, financial advisors, and other market participants. Public ratings for more than 46,000 retirement plans as well as rating definitions, criteria and methodologies, and information on more than 770,000 financial advisors and nearly 45,000 advisory firms are available for free at www.brightscope.com.

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