CARTERENERGY COMMUNITY RETIREMENT FUND

Plan Contact

  • Address: 6000 METCALF AVENUE,OVERLAND PARK,KS
  • Contact person: JENNIFER PERKINS
  • Phone: (913) 643-2300

Plan General Information

CARTERENERGY COMMUNITY RETIREMENT FUND Total Retirement Plan Assets

At the end of 2012, the total retirement plan assets of CARTERENERGY COMMUNITY RETIREMENT FUND is $496,158.00.This plan was established in 1992.

CARTERENERGY COMMUNITY RETIREMENT FUND Total Number of Retirement Plan Participants

At the end of 2012, the total number of retirement plan participants in CARTERENERGY COMMUNITY RETIREMENT FUND is 154

CARTERENERGY COMMUNITY RETIREMENT FUND Average Participant Retirement Account Value

In 2012, the average participant retirement account value for CARTERENERGY COMMUNITY RETIREMENT FUND is $3,221.00

CARTERENERGY COMMUNITY RETIREMENT FUND Estimated Average Employee Contribution Amount

In 2012, the estimated average employee contribution amount per participant for CARTERENERGY COMMUNITY RETIREMENT FUND is $4,620.00.

CARTERENERGY COMMUNITY RETIREMENT FUND Estimated Average Employer Match

In 2012, the estimated average employer match for an employee in CARTERENERGY COMMUNITY RETIREMENT FUND is approximately $1,354.00
Investing in this additonal $1,354.00 for 20 years would give you extra $86,714.00, assuming a 10% annual return.

CARTERENERGY COMMUNITY RETIREMENT FUND Total Employer Contribution and Match Rate

In 2012, CARTERENERGY COMMUNITY RETIREMENT FUND allocates $208,657.00 to match its employees' contributions, providing an employer match rate of 58.65% of their contributions

CARTERENERGY COMMUNITY RETIREMENT FUND Total Retirement Plan Asset Growth Rate

In 2012, the total retirement plan asset growth rate of CARTERENERGY COMMUNITY RETIREMENT FUND is -90.02%.

CARTERENERGY COMMUNITY RETIREMENT FUND Estimated Aggregate Retirement Account Investment Gain/Loss

In 2012, the estimated aggregate retirement account investment gain/loss for CARTERENERGY COMMUNITY RETIREMENT FUND is 27.62%. This measures the effectiveness of the plan participants' investments in the year.

CARTERENERGY COMMUNITY RETIREMENT FUND Expense Ratio

In 2012, the investment and administrative expense ratio of CARTERENERGY COMMUNITY RETIREMENT FUND is 2.79%.

Enrollment Features

CARTERENERGY COMMUNITY RETIREMENT FUND 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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