BENEFICIAL MUTUAL SAVINGS BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN

Plan Contact

  • Address: 1818 BENEFICIAL BANK PLACE,,PHILADELPHIA,PA
  • Contact person: CECILE COLONNA
  • Phone: (215) 864-6000

Plan General Information

BENEFICIAL MUTUAL SAVINGS BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN Total Retirement Plan Assets

At the end of 2013, the total retirement plan assets of BENEFICIAL MUTUAL SAVINGS BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN is $68,353,421.00.This plan was established in 1985.

BENEFICIAL MUTUAL SAVINGS BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN Total Number of Retirement Plan Participants

At the end of 2013, the total number of retirement plan participants in BENEFICIAL MUTUAL SAVINGS BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN is 1086

BENEFICIAL MUTUAL SAVINGS BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN Average Participant Retirement Account Value

In 2013, the average participant retirement account value for BENEFICIAL MUTUAL SAVINGS BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN is $62,940.00

BENEFICIAL MUTUAL SAVINGS BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN Estimated Average Employee Contribution Amount

In 2013, the estimated average employee contribution amount per participant for BENEFICIAL MUTUAL SAVINGS BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN is $4,561.00.

BENEFICIAL MUTUAL SAVINGS BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN Estimated Average Employer Match

In 2013, the estimated average employer match for an employee in BENEFICIAL MUTUAL SAVINGS BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN is approximately $3,503.00
Investing in this additonal $3,503.00 for 20 years would give you extra $224,230.00, assuming a 10% annual return.

BENEFICIAL MUTUAL SAVINGS BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN Total Employer Contribution and Match Rate

In 2013, BENEFICIAL MUTUAL SAVINGS BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN allocates $3,804,919.00 to match its employees' contributions, providing an employer match rate of 153.60% of their contributions

BENEFICIAL MUTUAL SAVINGS BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN Total Retirement Plan Asset Growth Rate

In 2013, the total retirement plan asset growth rate of BENEFICIAL MUTUAL SAVINGS BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN is 16.71%.

BENEFICIAL MUTUAL SAVINGS BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2013, the estimated aggregate retirement account investment gain/loss for BENEFICIAL MUTUAL SAVINGS BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN is 13.95%. This measures the effectiveness of the plan participants' investments in the year.

BENEFICIAL MUTUAL SAVINGS BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN Expense Ratio

In 2013, the investment and administrative expense ratio of BENEFICIAL MUTUAL SAVINGS BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN is 0.20%.

Enrollment Features

BENEFICIAL MUTUAL SAVINGS BANK EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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