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Company:
Southwestern University
Plan:
Southwestern University Regular Retirement Plan for All Employees
 

Southwestern University

68 Plan:

 
 
68
9
71
85
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 (68) and the top rated plan (85) could equate to:
[How is this calculated?]
10 additional years of work
Up to $101,600 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

Southwestern University Regular Retirement Plan for All Employees is a defined contribution plan. This plan has a BrightScope Rating of 68. This plan is in the top 15% of plans for Company Generosity, Participation Rate, and Total Plan Cost. Southwestern University Regular Retirement Plan for All Employees currently has over 800 active participants and over $49.0M in plan assets.

 

 Retirement Plan Details

Address 1001 E. University Avenue
Georgetown, TX 78626 
Industry Educational Services
Administrator Elma F. Benavides
Net Plan Assets $49,000,000
Total Participants 870
Avg Account Balance $56,000

 Top 3 Funds in this 403b

1. TIAA-CREF Traditional Annuity 42%
2. TIAA-CREF Stock 23%
3. TIAA-CREF Growth 4%

  Plan Service Providers

Insurance Carrier Tiaa-Cref
Auditor Bkd, LLP

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