Overview

Plan Rating

BrightScope Rating
75
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (20)
Average in Peer Group (67)
Highest in Peer Group (90)

Plan Description

Alzheimer's Association Retirement and Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 75. This plan is in the top 15% of plans for Company Generosity and Participation Rate. Alzheimer's Association Retirement and Savings Plan currently has over 600 active participants and over $37.2M in plan assets.

Did you know?

For the average 401k participant, the 15 point difference between this plan's BrightScope Rating (75) and the top rated plan (90) could equate to:
10
Additional years of work
12,818
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 225 N. Michigan Avenue, 17th Floor
  • Location
    Chicago , IL
  • 60601
  • Industry
    Other Services (except Public Administration)
  • Administrator
    Richard Hovland
  • Net Plan Assets
    $37,200,000
  • Total Participants
    680
  • Avg Account Balance
    $55,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

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

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

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

Investment Menu Stats

# of Investment Options

30

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Fidelity Freedom Funds 67%
18%
Fidelity Growth Company 6%
14%
Fidelity 500 Index 5%
6%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Recordkeeper
Fidelity
Auditor
Grant Thornton, LLP

Articles and Questions