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Company:
American Enterprise Institute for Public Policy Research
Plan:
American Enterprise Institute DC Retirement Plan
 

American Enterprise Institute for Public Policy Research

79 Plan: American Enterprise Institute DC Retirement Plan

 
 
79
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87
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For the average 401k participant, the 8 point difference between this plan's BrightScope Rating (79) and the top rated plan (87) could equate to:
[How is this calculated?]
5 additional years of work
Up to $34,400 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

American Enterprise Institute DC Retirement Plan is a defined contribution plan. This plan has a BrightScope Rating of 79, 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, Company Generosity, and Total Plan Cost. American Enterprise Institute DC Retirement Plan currently has over 400 active participants and over $47.4M in plan assets.

 

 Retirement Plan Details

Address 1150 Seventeenth Street, Nw
Washington, DC 20036 
Industry Educational Services
Administrator Erin E. Covington
Net Plan Assets $47,400,000
Total Participants 440
Avg Account Balance $110,000

 Compare Other Companies in Peer Group

Collegiate School 86.8
The Spence School 83.4
Lakeside School 78.1
Montclair Kimberley Academy... 77.2
Simpson College 74.5
Salus University 71.6

 Top 3 Funds in this 403b

1. TIAA-CREF Traditional Annuity 34%
2. TIAA-CREF Stock 31%
3. TIAA-CREF Equity Index 9%

  Plan Service Providers

Auditor Marcum LLP
Insurance Carrier Tiaa-Cref

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