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THE MONTEREY BAY AQUARIUM FOUNDATION

Monterey, California
500+ employees
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Retirement Plan Detail

Retirement Plan Ranking

Retirement Plan:
The Monterey Bay Aquarium Retirement Plan
THE MONTEREY BAY AQUARIUM FOUNDATION
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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.
$6,253
Avg Employer Contribution per Person per Year
Top Benefits
EE Friendly
Plan Design
Leading
EE Friendly
Admin Fees as a % of Total Assets
Laggard
12%
1 Year Return
Competitive

Peer Group

Size
All Size Average employees
Region
All Region Average
Industry
Arts, Entertainment, and Recreation

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 Monterey Bay Aquarium Retirement Plan
Plan type
403b
Plan start date
01/01/1983
Plan assets
$104,626,061
Participation Rate
89.00 %
Loan %
0.58 %
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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
Yes
Vesting Requirements
Yes

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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Just a few of the companies in your cohort

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