National Trust for Historic Preservation

51 Plan:

100

For the average 401k participant, the 39 point difference between this plan's BrightScope Rating (51) and the top rated plan (90) could equate to:
[How is this calculated?]

20 additional years of work

Up to $244,000 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

National Trust for Historic Preservation Defined Contribution Pension Plan is a defined contribution plan. This plan has a BrightScope Rating of 51. This plan is in the top 15% of plans for Total Plan Cost. National Trust for Historic Preservation Defined Contribution Pension Plan currently has over 500 active participants and over $12.1M in plan assets.

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Personal Fee Report

Investment Menu Statistics

No. of Investment Options

Plan Average: 24

Top 3 Funds in this 401k

1.	Dodge & Cox Income	26%
2.	Vanguard 500 Index	22%
3.	American Funds EuroPacific Growth	12%

Plan Component Ratings

Total Plan Cost Lowest Fees

Company Generosity Above Average

Design Components

Participation Rate Below Avg.

Salary Deferrals Poor

Account Balances Average

Performance Components

Retirement Plan Details

Address	1785 Massachusetts Ave Nw Washington, DC 20036
Industry	Other Services (except Public Administration)
Administrator	Marianna I. Knight
Net Plan Assets	$12,100,000
Total Participants	540
Avg Account Balance	$32,000

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Plan Service Providers

Insurance Carrier	Lincoln Financial
Insurance Carrier	Principal Financial Group
Insurance Advisor/Broker	Marsh & McLennan Companies, Inc. (Mercer)
Administration	Principal Financial Group
Auditor	KPMG, Llp