BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

At the end of 2022, the total retirement plan assets of BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN is $3,382,237.This plan was established in 2000.

At the end of 2022, the total number of retirement plan participants in BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN is 269

In 2022, the average participant retirement account value for BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN is $12,573

In 2022, the estimated average employee contribution amount per participant for BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN is $175

In 2022, the estimated average employer match for an employee in BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN is approximately $360

In 2022, BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN allocates $97,088 to match its employees’ contributions, providing an employer match rate of 201.10% of their contributions

In 2022, the total retirement plan asset growth rate of BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN is -18.09%

In 2022, the estimated aggregate retirement account investment gain/loss for BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN is -15.41%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN is 0.03%.

Enrollment Features

BARTLETT LEARNING CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.