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Company:
Shipley School
Plan:
Shipley School Defined Contribution Retirement Plan
 

Shipley School

77 Plan: Shipley School Defined Contribution Retirement Plan

 
 
77
9
67
85
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 8 point difference between this plan's BrightScope Rating (77) and the top rated plan (85) could equate to:
[How is this calculated?]
6 additional years of work
Up to $11,700 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

Shipley School Defined Contribution Retirement Plan is a defined contribution plan. This plan has a BrightScope Rating of 77, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Total Plan Cost. Shipley School Defined Contribution Retirement Plan currently has over 500 active participants and over $24.8M in plan assets.

 

 Retirement Plan Details

Address 814 Yarrow Street
Bryn Mawr, PA 19010 
Industry Educational Services
Administrator Adam Wojtelwicz
Net Plan Assets $24,800,000
Total Participants 510
Avg Account Balance $48,000

 Top 3 Funds in this 403b

1. TIAA-CREF Traditional Annuity 33%
2. TIAA-CREF Stock 27%
3. TIAA-CREF Global Equities 5%

  Plan Service Providers

Insurance Carrier Tiaa-Cref
Auditor Tait, Weller & Baker

 Comments