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Company:
American Institute of Certified Public Accountants
Plan:
American Institute of Certified Public Accountants Savings Plan
 

American Institute of Certified Public Accountants

80 Plan: American Institute of Certified Public Accountants Savings Plan

 
 
80
10
59
88
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 8 point difference between this plan's BrightScope Rating (80) and the top rated plan (88) could equate to:
[How is this calculated?]
6 additional years of work
Up to $78,000 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

American Institute of Certified Public Accountants Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 80, 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, Participation Rate, Salary Deferral, and Total Plan Cost. American Institute of Certified Public Accountants Savings Plan currently has over 900 active participants and over $79.9M in plan assets.

 

 Retirement Plan Details

Address 220 Leigh Farm Road
4th Floor
Durham, NC 27707-8110 
Industry Other Services (except Public Administration)
Administrator Anthony J. Pugliese
Net Plan Assets $79,900,000
Total Participants 970
Avg Account Balance $83,000

 Top 3 Funds in this 401k

1. Schwab S&P 500 Index 18%
2. Vanguard Wellington 17%
3. Charles Schwab Stable Value Fund 12%

  Plan Service Providers

Recordkeeper Charles Schwab
Auditor J.H. Cohn

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