BTR RETIREMENT SAVINGS PLAN FOR U.S. INV 401K EMPLOYEES

Plan Contact

  • Contact person: TOM COOGAN
  • Phone: (508) 370-3540

Plan General Information

BTR RETIREMENT SAVINGS PLAN FOR U.S. INV 401K EMPLOYEES Total Retirement Plan Assets

At the end of 1999, the total retirement plan assets of BTR RETIREMENT SAVINGS PLAN FOR U.S. INV 401K EMPLOYEES is $582,561,650.00.This plan was established in 1989.

BTR RETIREMENT SAVINGS PLAN FOR U.S. INV 401K EMPLOYEES Total Number of Retirement Plan Participants

At the end of 1999, the total number of retirement plan participants in BTR RETIREMENT SAVINGS PLAN FOR U.S. INV 401K EMPLOYEES is 18080

BTR RETIREMENT SAVINGS PLAN FOR U.S. INV 401K EMPLOYEES Average Participant Retirement Account Value

In 1999, the average participant retirement account value for BTR RETIREMENT SAVINGS PLAN FOR U.S. INV 401K EMPLOYEES is $32,221.00

BTR RETIREMENT SAVINGS PLAN FOR U.S. INV 401K EMPLOYEES Estimated Average Employee Contribution Amount

In 1999, the estimated average employee contribution amount per participant for BTR RETIREMENT SAVINGS PLAN FOR U.S. INV 401K EMPLOYEES is $4,007.00.

BTR RETIREMENT SAVINGS PLAN FOR U.S. INV 401K EMPLOYEES Estimated Average Employer Match

In 1999, the estimated average employer match for an employee in BTR RETIREMENT SAVINGS PLAN FOR U.S. INV 401K EMPLOYEES is approximately $783.00
Investing in this additonal $783.00 for 20 years would give you extra $50,125.00, assuming a 10% annual return.

BTR RETIREMENT SAVINGS PLAN FOR U.S. INV 401K EMPLOYEES Total Employer Contribution and Match Rate

In 1999, BTR RETIREMENT SAVINGS PLAN FOR U.S. INV 401K EMPLOYEES allocates $14,160,560.00 to match its employees' contributions, providing an employer match rate of 39.09% of their contributions

BTR RETIREMENT SAVINGS PLAN FOR U.S. INV 401K EMPLOYEES Total Retirement Plan Asset Growth Rate

In 1999, the total retirement plan asset growth rate of BTR RETIREMENT SAVINGS PLAN FOR U.S. INV 401K EMPLOYEES is 9.40%.

BTR RETIREMENT SAVINGS PLAN FOR U.S. INV 401K EMPLOYEES Estimated Aggregate Retirement Account Investment Gain/Loss

In 1999, the estimated aggregate retirement account investment gain/loss for BTR RETIREMENT SAVINGS PLAN FOR U.S. INV 401K EMPLOYEES is 12.43%. This measures the effectiveness of the plan participants' investments in the year.

BTR RETIREMENT SAVINGS PLAN FOR U.S. INV 401K EMPLOYEES Expense Ratio

In 1999, the investment and administrative expense ratio of BTR RETIREMENT SAVINGS PLAN FOR U.S. INV 401K EMPLOYEES is 0.38%.

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