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Company:
Trustees for the George W. Clayton Trust
Plan:
The Clayton Foundation 401k Plan
 

Trustees for the George W. Clayton Trust

53 Plan: The Clayton Foundation 401k Plan

 
 
53
32
63
87
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 34 point difference between this plan's BrightScope Rating (53) and the top rated plan (87) could equate to:
[How is this calculated?]
17 additional years of work
Up to $188,300 in lost retirement 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.

 

Retirement Plan Description

The Clayton Foundation 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 53. This plan is in the top 15% of plans for Investment Menu Quality. The Clayton Foundation 401k Plan currently has over 100 active participants and over $1.9M in plan assets.

 

 Retirement Plan Details

Address 3801 Martin Luther King Blvd
Denver, CO 80205-4972 
Industry Educational Services
Administrator Barbara Sharp
Net Plan Assets $1,940,000
Total Participants 160
Avg Account Balance $13,000

 Compare Other Companies in Peer Group

The Pegasus School 61.6
Breton International 54.1
Hatch 51.3
Unitek Consulting Company 41.0
Sunrise Foundation 39.3
Spurwink R.I. 37.7

 Top 3 Funds in this 401k

1. Principal LifeTime 2020 12%
2. Principal Guaranteed Interest Account 11%
3. Principal International I 9%

  Plan Service Providers

Administration Principal Financial Group
Insurance Carrier Principal Financial Group
Insurance Advisor/Broker NRP Financial
Auditor Kundinger, Corder & Engle, P.C.

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