TABOR ACADEMY DEFINED CONTRIBUTION PLAN

Overview

Plan Contact

  • Address: 66 SPRING STREET,MARION,MA
  • Contact person: STEPHEN P. SANFORD
  • Phone: (508) 748-2000

Plan General Information


At the end of 2022, the total retirement plan assets of TABOR ACADEMY DEFINED CONTRIBUTION PLAN is $53,892,951.This plan was established in 2022.

At the end of 2022, the total number of retirement plan participants in TABOR ACADEMY DEFINED CONTRIBUTION PLAN is 418

In 2022, the average participant retirement account value for TABOR ACADEMY DEFINED CONTRIBUTION PLAN is $128,930

In 2022, the estimated average employee contribution amount per participant for TABOR ACADEMY DEFINED CONTRIBUTION PLAN is $3,284

In 2022, the estimated average employer match for an employee in TABOR ACADEMY DEFINED CONTRIBUTION PLAN is approximately $3,092

In 2022, TABOR ACADEMY DEFINED CONTRIBUTION PLAN allocates $1,292,764 to match its employees’ contributions, providing an employer match rate of 94.18% of their contributions

In 2022, the total retirement plan asset growth rate of TABOR ACADEMY DEFINED CONTRIBUTION PLAN is -10.97%

In 2022, the estimated aggregate retirement account investment gain/loss for TABOR ACADEMY DEFINED CONTRIBUTION PLAN is -11.57%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of TABOR ACADEMY DEFINED CONTRIBUTION PLAN is 0.09%.

Enrollment Features