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Company:
The Union League of Philadelphia
Plan:
The Union League of Philadelphia Employee Retirement Savings Plan
 

The Union League of Philadelphia

62 Plan: The Union League of Philadelphia Employee Retirement Savings Plan

 
 
62
22
47
74
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 12 point difference between this plan's BrightScope Rating (62) and the top rated plan (74) could equate to:
[How is this calculated?]
5 additional years of work
Up to $134,000 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

The Union League of Philadelphia Employee Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 62, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Total Plan Cost. The Union League of Philadelphia Employee Retirement Savings Plan currently has over 100 active participants and over $3.6M in plan assets.

 

 Retirement Plan Details

Address 140 S Broad St
Philadelphia, PA 19102-3003 
Industry Full-Service Restaurants
Net Plan Assets $3,640,000
Total Participants 190
Avg Account Balance $19,000

 Compare Other Companies in Peer Group

LDR. 68.9
Zacharys Chicago Pizza 65.1
Hoaloha Na Eha, Ltd. 59.5
Mangia Beve, Inc. and Subsidiaries... 56.2
Panos Enterprises 40.1
RIB 35.8

 Top 3 Funds in this 401k

1. American Funds Growth Fund of America 19%
2. American Funds Washington Mutual 17%
3. American Funds New Perspective 14%

  Plan Service Provider

Auditor Condon O'Mear-A Mcginty

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