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Company:
Mary C. Wheeler School, Inc.
Plan:
The Wheeler School Defined Contribution Retirement Plan
 

Mary C. Wheeler School, Inc.

66 Plan:

 
 
66
38
69
86
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 20 point difference between this plan's BrightScope Rating (66) and the top rated plan (86) could equate to:
[How is this calculated?]
11 additional years of work
Up to $123,700 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 Wheeler School Defined Contribution Retirement Plan is a defined contribution plan. This plan has a BrightScope Rating of 66. This plan is in the top 15% of plans for Account Balances and Total Plan Cost. The Wheeler School Defined Contribution Retirement Plan currently has over 300 active participants and over $28.7M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
30
Plan Average: 24
Top 3 Funds in this 403b
1. TIAA-CREF Traditional Annuity 35%
2. TIAA-CREF Stock 30%
3. TIAA-CREF Global Equities 5%

 Retirement Plan Details

Address 216 Hope Street
Providence, RI 02906-2214 
Industry Educational Services
Administrator Gary Esposito
Net Plan Assets $28,700,000
Total Participants 380
Avg Account Balance $86,000

  Plan Service Providers

Insurance Carrier Tiaa-Cref
Auditor Piccerelli, Gilstein & Co., LLP

 Comments