Charter Companies, Inc.
70
Plan:
Charter Companies, Inc. 401k Profit Sharing Plan & Trust
38
67
87
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 17 point difference between this plan's BrightScope Rating (70) and the top rated plan (87) could equate to:
[How is this calculated?]
[How is this calculated?]
10 additional years of work Up to $73,800 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
Charter Companies, Inc. 401k Profit Sharing Plan & Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 70. This plan is in the top 15% of plans for Investment Menu Quality and Total Plan Cost. Charter Companies, Inc. 401k Profit Sharing Plan & Trust currently has over 200 active participants and over $17.4M in plan assets.
Retirement Plan Details
| Address |
1601 Francisca Road Nw
Albuquerque, NM 87107 |
| Industry | Commercial Banking |
| Administrator | Robert Wertheim |
| Net Plan Assets | $17,400,000 |
| Total Participants | 290 |
| Avg Account Balance | $61,000 |
Compare Other Companies in Peer Group
| The First National Bank of Long... | 70.3 |
| Heritage Financial | 65.5 |
| F&M Bank & Trust Co. | 59.8 |
| First Financial Bank | 55.7 |
| First National Bank of Shelby | 50.5 |
| First Northern Bank of Dixon | 44.4 |
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