ALVERNIA UNIVERSITY DEFINED CONTRIBUTION RETIREMEN

Plan Contact

  • Address: 400 ST BERNADINE STREET,READING,PA
  • Phone: (610) 796-8200

Plan General Information

ALVERNIA UNIVERSITY DEFINED CONTRIBUTION RETIREMEN Total Retirement Plan Assets

At the end of 2013, the total retirement plan assets of ALVERNIA UNIVERSITY DEFINED CONTRIBUTION RETIREMEN is $43,496,137.00.This plan was established in 1986.

ALVERNIA UNIVERSITY DEFINED CONTRIBUTION RETIREMEN Total Number of Retirement Plan Participants

At the end of 2013, the total number of retirement plan participants in ALVERNIA UNIVERSITY DEFINED CONTRIBUTION RETIREMEN is 706

ALVERNIA UNIVERSITY DEFINED CONTRIBUTION RETIREMEN Average Participant Retirement Account Value

In 2013, the average participant retirement account value for ALVERNIA UNIVERSITY DEFINED CONTRIBUTION RETIREMEN is $61,609.00

ALVERNIA UNIVERSITY DEFINED CONTRIBUTION RETIREMEN Estimated Average Employee Contribution Amount

In 2013, the estimated average employee contribution amount per participant for ALVERNIA UNIVERSITY DEFINED CONTRIBUTION RETIREMEN is $3,763.00.

ALVERNIA UNIVERSITY DEFINED CONTRIBUTION RETIREMEN Estimated Average Employer Match

In 2013, the estimated average employer match for an employee in ALVERNIA UNIVERSITY DEFINED CONTRIBUTION RETIREMEN is approximately $2,315.00
Investing in this additonal $2,315.00 for 20 years would give you extra $148,207.00, assuming a 10% annual return.

ALVERNIA UNIVERSITY DEFINED CONTRIBUTION RETIREMEN Total Employer Contribution and Match Rate

In 2013, ALVERNIA UNIVERSITY DEFINED CONTRIBUTION RETIREMEN allocates $1,634,915.00 to match its employees' contributions, providing an employer match rate of 123.07% of their contributions

ALVERNIA UNIVERSITY DEFINED CONTRIBUTION RETIREMEN Total Retirement Plan Asset Growth Rate

In 2013, the total retirement plan asset growth rate of ALVERNIA UNIVERSITY DEFINED CONTRIBUTION RETIREMEN is 21.05%.

ALVERNIA UNIVERSITY DEFINED CONTRIBUTION RETIREMEN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2013, the estimated aggregate retirement account investment gain/loss for ALVERNIA UNIVERSITY DEFINED CONTRIBUTION RETIREMEN is 15.76%. This measures the effectiveness of the plan participants' investments in the year.

ALVERNIA UNIVERSITY DEFINED CONTRIBUTION RETIREMEN Expense Ratio

In 2013, the investment and administrative expense ratio of ALVERNIA UNIVERSITY DEFINED CONTRIBUTION RETIREMEN is 0.00%.

Enrollment Features


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …