The Wistar Institute of Anatomy and Biology

80
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
80
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (3)
Average in Peer Group (79)
Highest in Peer Group (91)

Plan Description

The Wistar Institute Retirement Savings Program is a defined contribution plan. This plan has a BrightScope Rating of 80. This plan is in the top 15% of plans for Account Balances and Company Generosity. The Wistar Institute Retirement Savings Program currently has over 600 active participants and over $82.0M in plan assets.

Did you know?

For the average 401k participant, the 11 point difference between this plan's BrightScope Rating (80) and the top rated plan (91) could equate to:
9
Additional years of work
79,608
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 12/31/2017
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 3601 Spruce St
  • Location
    Philadelphia , PA
  • 19104-4205
  • Industry
    Professional, Scientific, and Technical Services
  • Administrator
    Jo-Ann Mendel
  • Net Plan Assets
    $82,000,000
  • Total Participants
    680
  • Avg Account Balance
    $120,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

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

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

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

Peer Group Plans

Company Rating
Exelixis 89.1
Nektar Therapeutics 85.6
iRobot 84.4
Ionis Pharmaceuticals 84.1
Luminex 82.0
Rincon Research 81.2
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Investments

Investment Menu Stats

# of Investment Options

159

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
TIAA-CREF Traditional Annuity 28%
N/A
TIAA-CREF Stock 20%
N/A
TIAA-Nuveen Lifecycle 14%
65%
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
Investment Adviser
Cammack Larhette Brokerage, Inc.
Recordkeeper
Vanguard Group
Recordkeeper
Fidelity
Auditor
Baker Tilly

Articles and Questions

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