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Company:
Samuel Merritt College
Plan:
Samuel Merritt University 403(b) Plan
 

Samuel Merritt College

68 Plan: Samuel Merritt University 403(b) Plan

 
 
68
9
65
85
0
10
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30
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60
70
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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 $31,300 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

Samuel Merritt University 403(b) Plan 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, Salary Deferral, and Total Plan Cost. Samuel Merritt University 403(b) Plan currently has over 600 active participants and over $17.3M in plan assets.

 

 Retirement Plan Details

Address 450 30th Street
Suite 2877
Oakland, CA 94609 
Industry Educational Services
Administrator Greg Gingras
Net Plan Assets $17,300,000
Total Participants 640
Avg Account Balance $27,000

 Top 3 Funds in this 403b

1. TIAA-CREF Traditional Annuity 12%
2. TIAA-CREF Stock 11%
3. Fidelity Advisor Mid Cap 7%

  Plan Service Providers

Insurance Carrier Tiaa-Cref
Recordkeeper The Standard
Auditor Hood & Strong

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