Gardner-Webb University, Inc.

68
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
68
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (39)
Average in Peer Group (73)
Highest in Peer Group (90)

Plan Description

Gardner-Webb University Pension Plan is a defined contribution plan. This plan has a BrightScope Rating of 68. This plan is in the top 35% of plans for Account Balances, Company Generosity, Participation Rate, and Total Plan Cost. Gardner-Webb University Pension Plan currently has over 700 active participants and over $51.0M in plan assets.

Did you know?

For the average 401k participant, the 22 point difference between this plan's BrightScope Rating (68) and the top rated plan (90) could equate to:
14
Additional years of work
88,824
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 12/31/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address Po Box 997
  • Location
    Boiling Springs , NC
  • 28017-0997
  • Industry
    Educational Services
  • Administrator
    Mike Hardin
  • Net Plan Assets
    $51,000,000
  • Total Participants
    700
  • Avg Account Balance
    $74,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Above Average
Salary Deferrals:
Below Avg.
Account Balance:
Above Average

Design

Total Plan Cost:
Low Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Above Average
Salary Deferrals:
Below Avg.
Account Balance:
Above Average

Peer Group Plans

Company Rating
Sch 77.7
Charlotte Country Day School 76.3
Lindenwood University 74.2
Randolph College 73.7
Centre College 69.6
Greenhill School 69.4
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Investments

Investment Menu Stats

# of Investment Options

62

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
TIAA-CREF Traditional Annuity 27%
N/A
TIAA-CREF Stock 18%
N/A
TIAA-CREF Growth 9%
N/A
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
Tiaa-Cref
Corporate Trustee
Tiaa-Cref
Auditor
Long & Long LLP

Articles and Questions

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