American Appraisal Associates, Inc.

72 Plan:

100

For the average 401k participant, the 17 point difference between this plan's BrightScope Rating (72) and the top rated plan (89) could equate to:
[How is this calculated?]

10 additional years of work

Up to $132,100 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 Appraisal Associates Retirement Investment Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 72. This plan is in the top 15% of plans for Account Balances and Salary Deferral. American Appraisal Associates Retirement Investment Plan currently has over 300 active participants and over $34.4M in plan assets.

Help Improve This Plan

Personal Fee Report

Investment Menu Statistics

No. of Investment Options

Plan Average: 24

Top 3 Funds in this 401k

1.	Morley Stable Value Fund	25%
2.	American Funds Growth Fund of America	11%
3.	Dodge & Cox Balanced	8%

Plan Component Ratings

Total Plan Cost High Fees

Company Generosity Poor

Design Components

Participation Rate Above Average

Salary Deferrals Great

Account Balances Great

Performance Components

Retirement Plan Details

Address	411 E Wisconsin Ave Suite 1900 Milwaukee, WI 53202-4466
Industry	All Other Professional, Scientific, and Technical Services
Administrator	Kimberly Russo
Net Plan Assets	$34,400,000
Total Participants	390
Avg Account Balance	$90,000

Compare Other Companies in Peer Group

TSMC North America	85.1
The Brattle Group	84.2
Gordon Brothers Group, L.L.C.	80.4
Solix	76.8
Burke	72.3
Madden Communications	63.7

Plan Service Providers

Recordkeeper	Milliman, Inc.
Investment Adviser	Francis Investment Counsel LLC
Auditor	Baker Tilly