First Trust Portfolios L.P.
77
Plan:
First Trust Portfolios L.P. 401k Plan
9
75
89
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 (77) and the top rated plan (89) could equate to:
[How is this calculated?]
[How is this calculated?]
9 additional years of work Up to $49,400 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
First Trust Portfolios L.P. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 77. This plan is in the top 15% of plans for Salary Deferral and Total Plan Cost. First Trust Portfolios L.P. 401k Plan currently has over 400 active participants and over $32.7M in plan assets.
Retirement Plan Details
| Address |
120 E Liberty Drive, Suite 400
Wheaton, IL 60187 |
| Industry | Finance and Insurance |
| Administrator | Patricia Costello |
| Net Plan Assets | $32,700,000 |
| Total Participants | 490 |
| Avg Account Balance | $67,000 |
Compare Other Companies in Peer Group
| Financial Engines | 83.9 |
| Brown Investment Advisory & Trust... | 83.5 |
| Two Sigma Investments, LLC | 82.4 |
| DRW Holdings, LLC | 82.3 |
| Russell/Mellon Analytical... | 49.4 |
| United States Steel Corporation... | 39.7 |
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