Overview

Plan Rating

BrightScope Rating
79
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (45)
Average in Peer Group ()
Highest in Peer Group (91)

Plan Description

Altarum Institute Employee Retirement & Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 79. This plan is in the top 15% of plans for Company Generosity, Participation Rate, and Salary Deferral. Altarum Institute Employee Retirement & Savings Plan currently has over 700 active participants and over $56.5M in plan assets.

Did you know?

For the average 401k participant, the 12 point difference between this plan's BrightScope Rating (79) and the top rated plan (91) could equate to:
9
Additional years of work
95,535
Lost 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.How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 3520 Green Court Suite 300
  • Location
    Ann Arbor , MI
  • 48105
  • Industry
    Other Computer Related Services
  • Administrator
    Douglas R Gilbert
  • Net Plan Assets
    $56,500,000
  • Total Participants
    710
  • Avg Account Balance
    $80,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

Participation Rate:
Great
Salary Deferrals:
Great
Account Balance:
Above Average

Design

Total Plan Cost:
Low Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Great
Salary Deferrals:
Great
Account Balance:
Above Average

Peer Group Plans

Company Rating
Mainline Information Systems 82.1
Intelligent Software Solutions 81.3
Jenzabar 75.4
Command Alkon 74.5
Ipreo US LLC 73.6
ITS 73.4
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Investments

Investment Menu Stats

# of Investment Options

33

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
T. Rowe Price Retirement 28%
22%
Wells Fargo Stable Return Trust 10%
N/A
Vanguard 500 Index 10%
9%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Investment Adviser
P&M Holding Group, LLC
Recordkeeper
Fifth Third Bank
Auditor
Rehmann Financial

Articles and Questions

Boeing Plan Report (Updated)

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Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

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