Overview

Plan Rating

BrightScope Rating
76
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (41)
Average in Peer Group (70)
Highest in Peer Group (83)

Plan Description

Agnes Irwin School Defined Contribution Retirement Plan is a defined contribution plan. This plan has a BrightScope Rating of 76. This plan is in the top 15% of plans for Account Balances and Total Plan Cost. Agnes Irwin School Defined Contribution Retirement Plan currently has over 300 active participants and over $35.9M in plan assets.

Did you know?

For the average 401k participant, the 7 point difference between this plan's BrightScope Rating (76) and the top rated plan (83) could equate to:
4
Additional years of work
11,211
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 6/30/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address Ithan Avenue And Conestoga Road
  • Location
    Rosemont , PA
  • 19010
  • Industry
    Educational Services
  • Administrator
    Kevin Mccullough
  • Net Plan Assets
    $35,900,000
  • Total Participants
    380
  • Avg Account Balance
    $100,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Above Average

Performance

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

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Above Average

Performance

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

Investment Menu Stats

# of Investment Options

44

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
TIAA-CREF Stock 30%
N/A
TIAA-CREF Traditional Annuity 27%
N/A
Vanguard Group Target Retirement 6%
23%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
TIAA-Nuveen
Auditor
Baker Tilly

Articles and Questions

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