California Lutheran University

68 Plan:

100

For the average 401k participant, the 19 point difference between this plan's BrightScope Rating (68) and the top rated plan (87) could equate to:
[How is this calculated?]

11 additional years of work

Up to $75,500 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

California Lutheran University Defined Contribution Retirement Plan is a defined contribution plan. This plan has a BrightScope Rating of 68. This plan is in the top 15% of plans for Total Plan Cost. California Lutheran University Defined Contribution Retirement Plan currently has over 1,000 active participants and over $58.5M in plan assets.

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Personal Fee Report

Investment Menu Statistics

No. of Investment Options

Plan Average: 24

Largest Funds in this 403b: based on % allocation of assets

1.	TIAA-CREF Traditional Annuity	37%
2.	TIAA-CREF Stock	24%
3.	TIAA-CREF Bond Market	4%

Plan Component Ratings

Total Plan Cost Lowest Fees

Company Generosity Above Average

Design Components

Participation Rate Above Average

Salary Deferrals Poor

Account Balances Above Average

Performance Components

Retirement Plan Details

Address	60 W. Olsen Rd. Thousand Oaks, CA 91360
Industry	Educational Services
Administrator	Tom Marsh
Net Plan Assets	$58,500,000
Total Participants	1,100
Avg Account Balance	$57,000

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