HOWARD, WERSHBALE & CO.
Plan Contact
- Address: 23240 CHAGRIN BLVD,,BEACHWOOD,OH
- Contact person: MARY EILEEN VITALE
- Phone: (216) 831-1200
Plan General Information
HOWARD, WERSHBALE & CO. Total Retirement Plan Assets
At the end of 2014, the total retirement plan assets of HOWARD, WERSHBALE & CO. is $20,647,989.00.This plan was established in 1991.
HOWARD, WERSHBALE & CO. Total Number of Retirement Plan Participants
At the end of 2014, the total number of retirement plan participants in HOWARD, WERSHBALE & CO. is 138
HOWARD, WERSHBALE & CO. Average Participant Retirement Account Value
In 2014, the average participant retirement account value for HOWARD, WERSHBALE & CO. is $149,623.00
HOWARD, WERSHBALE & CO. Estimated Average Employee Contribution Amount
In 2014, the estimated average employee contribution amount per participant for HOWARD, WERSHBALE & CO. is $10,936.00.
HOWARD, WERSHBALE & CO. Estimated Average Employer Match
In 2014, the estimated average employer match for an employee in HOWARD, WERSHBALE & CO. is approximately $3,054.00
Investing in this additonal $3,054.00 for 20 years would give you extra $195,500.00, assuming a 10% annual return.
Investing in this additonal $3,054.00 for 20 years would give you extra $195,500.00, assuming a 10% annual return.
HOWARD, WERSHBALE & CO. Total Employer Contribution and Match Rate
In 2014, HOWARD, WERSHBALE & CO. allocates $421,549.00 to match its employees' contributions, providing an employer match rate of 55.87% of their contributions
HOWARD, WERSHBALE & CO. Total Retirement Plan Asset Growth Rate
In 2014, the total retirement plan asset growth rate of HOWARD, WERSHBALE & CO. is 5.81%.
HOWARD, WERSHBALE & CO. Estimated Aggregate Retirement Account Investment Gain/Loss
In 2014, the estimated aggregate retirement account investment gain/loss for HOWARD, WERSHBALE & CO. is 4.43%. This measures the effectiveness of the plan participants' investments in the year.
HOWARD, WERSHBALE & CO. Expense Ratio
In 2014, the investment and administrative expense ratio of HOWARD, WERSHBALE & CO. is 0.35%.
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