EVERBANK, N.A. 401(K) PLAN

Plan Contact

  • Address: 301 WEST BAY STREET,JACKSONVILLE,FL
  • Contact person: JON GEZOTIS
  • Phone: (888) 882-3837

Plan General Information

EVERBANK, N.A. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of EVERBANK, N.A. 401(K) PLAN is $16,715,591.00.This plan was established in 2023.

EVERBANK, N.A. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in EVERBANK, N.A. 401(K) PLAN is 1433

EVERBANK, N.A. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for EVERBANK, N.A. 401(K) PLAN is $11,664.00

EVERBANK, N.A. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for EVERBANK, N.A. 401(K) PLAN is $5,685.00.

EVERBANK, N.A. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in EVERBANK, N.A. 401(K) PLAN is approximately $1,205.00
Investing in this additonal $1,205.00 for 20 years would give you extra $77,167.00, assuming a 10% annual return.

EVERBANK, N.A. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, EVERBANK, N.A. 401(K) PLAN allocates $1,727,825.00 to match its employees' contributions, providing an employer match rate of 42.42% of their contributions

EVERBANK, N.A. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of EVERBANK, N.A. 401(K) PLAN is 0.19%.

Enrollment Features

EVERBANK, N.A. 401(K) 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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