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Company:
American Institute for Chartered Property Casualty Underwriter
Plan:
American Institute for CPCU Savings Plan
 

American Institute for Chartered Property Casualty Underwriter

85 Plan:

 
 
85
32
67
87
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 2 point difference between this plan's BrightScope Rating (85) and the top rated plan (87) could equate to:
[How is this calculated?]
1 additional year of work
Up to $20,700 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

American Institute for CPCU Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 85, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, Participation Rate, Salary Deferral, and Total Plan Cost. American Institute for CPCU Savings Plan currently has over 200 active participants and over $26.8M in plan assets.

 

 Retirement Plan Details

Address 720 Providence Road
Malvern, PA 19355 
Industry Educational Services
Administrator Jeffrey A. Scheidt
Net Plan Assets $26,800,000
Total Participants 280
Avg Account Balance $97,000

 Compare Other Companies in Peer Group

The American Law Institute 82.7
Belmont Hill School 79.3
Shipley School 76.6
Berkshire School 75.2
Illinois College 72.4
Renbrook School 64.1

 Top 3 Funds in this 401k

1. TIAA-CREF Traditional Annuity 30%
2. TIAA-CREF Stock 10%
3. Vanguard 500 Index 8%

  Plan Service Providers

Insurance Carrier Tiaa-Cref
Auditor Mayer Hoffman McCann

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