Overview

Plan Rating

BrightScope Rating
74
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (35)
Average in Peer Group (69)
Highest in Peer Group (87)

Plan Description

Garrison Forest School Tax-Sheltered Annuity Savings Plan is a defined contribution plan. This plan has a BrightScope Rating of 74. This plan is in the top 15% of plans for Participation Rate. Garrison Forest School Tax-Sheltered Annuity Savings Plan currently has over 300 active participants and over $25.7M in plan assets.

Did you know?

For the average 401k participant, the 13 point difference between this plan's BrightScope Rating (74) and the top rated plan (87) could equate to:
9
Additional years of work
277
Lost 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.How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2013
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 300 Garrison Forest Road
  • Location
    Owings Mills , MD
  • 21117
  • Industry
    Educational Services
  • Administrator
    Stacy Mohn
  • Net Plan Assets
    $25,700,000
  • Total Participants
    370
  • Avg Account Balance
    $69,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Great
Salary Deferrals:
Average
Account Balance:
Above Average

Design

Total Plan Cost:
Low Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Great
Salary Deferrals:
Average
Account Balance:
Average
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Investments

Investment Menu Stats

# of Investment Options

50

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
TIAA-CREF Traditional Annuity 21%
N/A
TIAA-CREF Stock 17%
N/A
JPMorgan SmartRetirement 10%
58%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
Lincoln Financial
Insurance Carrier
Tiaa-Cref
Insurance Advisor/Broker
Lincoln Financial
Administration
Lincoln Financial
Auditor
Stout Causey & Horning Group (SC&H)

Articles and Questions