Monterey Peninsula Foundation 403b Retirement Plan

Wealthminder's Take

Monterey Peninsula Foundation 403b Retirement Plan at Monterey Peninsula Foundation in the Other Services (except Public Administration) industry has an unknown number of investment options, and a total of $2,722,078.00 in assets. With 12 participants, the Monterey Peninsula Foundation 403b Retirement Plan has an average balance per participant of $226,839.83.

Plan Ratings
Compared to other Other Services (except Public Administration) plans
Wealthminder Rating
4
85
Your Plan
86

The Wealthminder rating is a quantitative scoring of 401k plans based on information submitted in regulatory filing documents. The rating was developed by Wealthminder and benchmarks a company's 401k plan against other plans in its industry peer group.

Wealthminder designed the rating to help employees to evaluate the relative quality of their employer's 401k plan, as well as for administrators to identify areas where they can make improvements.

Component Rating
Score
Total Plan Cost
98
Company Match Level
38
Employee Participation Rate
100
Employee Contribution Level
89
Average Balance Size
92
Monterey Peninsula Foundation Details
Address
1 Lower Ragsdale Drivebldg 3 100
Monterey, CA 93940
Telephone
831-649-1533
Total Assets
$2,722,078.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
12
Plan Investment Options
This information is not available for this plan
Service Providers
This information is not available for this plan
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