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Company:
Trustees of the University of Pennsylvania
Plan:
The University of Pennsylvania Matching Plan
 

Trustees of the University of Pennsylvania

74 Plan:

 
 
74
41
70
85
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 11 point difference between this plan's BrightScope Rating (74) and the top rated plan (85) could equate to:
[How is this calculated?]
6 additional years of work
Up to $138,400 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

The University of Pennsylvania Matching Plan is a defined contribution plan. This plan has a BrightScope Rating of 74. This plan is in the top 15% of plans for Account Balances, Company Generosity, Investment Menu Quality, and Total Plan Cost. The University of Pennsylvania Matching Plan currently has over 22,700 active participants and over $2.9B in plan assets.

 

 Retirement Plan Details

Address 3401 Walnut Street, Ste 527a
Philadelphia, PA 19104-6228 
Industry Educational Services
Administrator John J. Heuer
Net Plan Assets $2,880,000,000
Total Participants 23,000
Avg Account Balance $130,000

 Top 3 Funds in this 403b

1. TIAA-CREF Traditional Annuity 29%
2. TIAA-CREF Stock 23%
3. Vanguard Windsor 2%

  Plan Service Providers

Insurance Carrier Tiaa-Cref
Auditor Weiser LLP

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