THE BARSTOW SCHOOL
Retirement Plan Detail
Retirement Plan Ranking
Retirement Plan:
The Barstow School Defined Contribution Retirement Plan
This plan meets industry benchmarks with a balanced mix of contributions and features but may need enhancements to stand out in recruitment.
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Plan Benchmark
Disclaimer: Ratings are based on firm-provided, independently audited data and reflect Mployer Advisor's opinion. They are not financial or legal advice and should be one of many factors considered when evaluating a retirement plan.
$1,459
Avg Employer Contribution per Person per Year
Competitive
Moderate
Plan Design
Competitive
EE Friendly
Admin Fees as a % of Total Assets
Leading
12%
1 Year Return
Leading
Peer Group
Size
100-499 employees
Region
Midwest/Upper Midwest
Industry
Educational Services
Employer & Employee Contribution
Factors like longer employee tenure and more generous match rates result in higher contributions.
Average Employer Contribution
Employer
Cohort
Average Employee Contribution
Employee
Cohort
Plan Details
Plan name
The Barstow School Defined Contribution Retirement Plan
Plan type
403b
Plan start date
10/01/1955
Plan assets
$26,859,751
Participation Rate
30.02 %
Loan %
0.29 %
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Key Plan Features
Each employer retirement plan is unique with different features that can benefit employees.
Loans
Yes
Self-directed
No
Auto-Enroll
No
Vesting Requirements
No
Returns
The below return percentage is an approximate one-year return. Specific employee start date's and other factors can shift the percentage up or down.
Average Returns
Employer
Cohort
Administrative Fees
Retirement plans pays fees each year to advisors and other vendors. This shows how your fees compare to like plans both as a percent of total and overall.
Administration Fees $
Employer
Cohort
Administrative Fees %
Employer
Cohort
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