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Company:
The Appraisal Institute
Plan:
Appraisal Institute Retirement and Savings Plan
 

The Appraisal Institute

76 Plan: Appraisal Institute Retirement and Savings Plan

 
 
76
35
74
90
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 14 point difference between this plan's BrightScope Rating (76) and the top rated plan (90) could equate to:
[How is this calculated?]
10 additional years of work
Up to $41,300 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

Appraisal Institute Retirement and Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 76. This plan is in the top 15% of plans for Account Balances and Participation Rate. Appraisal Institute Retirement and Savings Plan currently has over 100 active participants and over $10.2M in plan assets.


 Investment Menu Statistics

No. of Investment Options
18
Plan Average: 20
Largest Funds in this 401k: based on % allocation of assets
1. Principal Fixed Income Guaranteeed Option 23%
2. T. Rowe Price Equity Income 12%
3. American Funds American Balanced 8%

 Retirement Plan Details

Address 200 W Madison St
Ste 1500
Chicago, IL 60606 
Industry Other Services (except Public Administration)
Administrator Frederick Grubbe
Net Plan Assets $10,200,000
Total Participants 110
Avg Account Balance $96,000

 
Plan Service Providers

Insurance Carrier Principal Financial Group
Insurance Advisor/Broker LPL Financial Corp. (NRP)
Administration Principal Financial Group
Recordkeeper Principal Financial Group
Investment Adviser William E Hamm and Associates Inc
Auditor Plante & Moran, PLLC