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Company:
The Hotchkiss School
Plan:
The Hotchkiss School 403(B) Retirement Plan
 

The Hotchkiss School

82 Plan:

 
 
82
32
70
85
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 3 point difference between this plan's BrightScope Rating (82) and the top rated plan (85) could equate to:
[How is this calculated?]
2 additional years of work
Up to $61,800 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

The Hotchkiss School 403(B) Retirement Plan is a defined contribution plan. This plan has a BrightScope Rating of 82, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, and Total Plan Cost. The Hotchkiss School 403(B) Retirement Plan currently has over 600 active participants and over $77.4M in plan assets.

 

 Retirement Plan Details

Address 11 Interlaken Road
P.O. Box 800
Lakeville, CT 06039 
Industry Educational Services
Administrator Etienne Marofsky
Net Plan Assets $77,400,000
Total Participants 620
Avg Account Balance $130,000

 Top 3 Funds in this 403b

1. TIAA-CREF Traditional Annuity 31%
2. TIAA-CREF Stock 29%
3. TIAA-CREF Bond Market 5%

  Plan Service Providers

Insurance Carrier Tiaa-Cref
Auditor J.H. Cohn

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