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Company:
Menlo School
Plan:
Menlo School Defined Contribution Retirement Plan
 

Menlo School

80 Plan: Menlo School Defined Contribution Retirement Plan

 
 
80
38
69
86
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 6 point difference between this plan's BrightScope Rating (80) and the top rated plan (86) could equate to:
[How is this calculated?]
4 additional years of work
Up to $78,600 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

Menlo School Defined Contribution Retirement Plan is a defined contribution plan. This plan has a BrightScope Rating of 80, 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. Menlo School Defined Contribution Retirement Plan currently has over 300 active participants and over $29.3M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
32
Plan Average: 24
Top 3 Funds in this 403b
1. TIAA-CREF Traditional Annuity 23%
2. TIAA-CREF Stock 20%
3. TIAA-CREF Money Market 10%

 Retirement Plan Details

Address 50 Valparaiso Avenue
Atherton, CA 94027 
Industry Educational Services
Administrator Bill Silver
Net Plan Assets $29,300,000
Total Participants 360
Avg Account Balance $87,000

  Plan Service Providers

Insurance Carrier Tiaa-Cref
Auditor Lautze & Lautze

 Comments