GROTON SCHOOL 403(B) DEFINED CONTRIBUTION PLAN

Plan Contact

  • Address: 282 FARMERS ROW,GROTON,MA
  • Contact person: JULIE DOLAN
  • Phone: (978) 448-7566

Plan General Information

GROTON SCHOOL 403(B) DEFINED CONTRIBUTION PLAN Total Retirement Plan Assets

At the end of 2021, the total retirement plan assets of GROTON SCHOOL 403(B) DEFINED CONTRIBUTION PLAN is $85,701,131.00.This plan was established in 2022.

GROTON SCHOOL 403(B) DEFINED CONTRIBUTION PLAN Total Number of Retirement Plan Participants

At the end of 2021, the total number of retirement plan participants in GROTON SCHOOL 403(B) DEFINED CONTRIBUTION PLAN is 478

GROTON SCHOOL 403(B) DEFINED CONTRIBUTION PLAN Average Participant Retirement Account Value

In 2021, the average participant retirement account value for GROTON SCHOOL 403(B) DEFINED CONTRIBUTION PLAN is $179,291.00

GROTON SCHOOL 403(B) DEFINED CONTRIBUTION PLAN Estimated Average Employee Contribution Amount

In 2021, the estimated average employee contribution amount per participant for GROTON SCHOOL 403(B) DEFINED CONTRIBUTION PLAN is $2,176.00.

GROTON SCHOOL 403(B) DEFINED CONTRIBUTION PLAN Estimated Average Employer Match

In 2021, the estimated average employer match for an employee in GROTON SCHOOL 403(B) DEFINED CONTRIBUTION PLAN is approximately $3,303.00
Investing in this additonal $3,303.00 for 20 years would give you extra $211,414.00, assuming a 10% annual return.

GROTON SCHOOL 403(B) DEFINED CONTRIBUTION PLAN Total Employer Contribution and Match Rate

In 2021, GROTON SCHOOL 403(B) DEFINED CONTRIBUTION PLAN allocates $1,579,003.00 to match its employees' contributions, providing an employer match rate of 151.80% of their contributions

GROTON SCHOOL 403(B) DEFINED CONTRIBUTION PLAN Total Retirement Plan Asset Growth Rate

In 2021, the total retirement plan asset growth rate of GROTON SCHOOL 403(B) DEFINED CONTRIBUTION PLAN is 11.19%.

GROTON SCHOOL 403(B) DEFINED CONTRIBUTION PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2021, the estimated aggregate retirement account investment gain/loss for GROTON SCHOOL 403(B) DEFINED CONTRIBUTION PLAN is 13.49%. This measures the effectiveness of the plan participants' investments in the year.

GROTON SCHOOL 403(B) DEFINED CONTRIBUTION PLAN Expense Ratio

In 2021, the investment and administrative expense ratio of GROTON SCHOOL 403(B) DEFINED CONTRIBUTION PLAN is 0.03%.

Enrollment Features

GROTON SCHOOL 403(B) DEFINED CONTRIBUTION PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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