LAWRENCE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

Plan Contact

  • Address: 711 EAST BOLDT WAY SPC40,APPLETON,WI
  • Contact person: CHRISTOPHER LEE
  • Phone: (920) 832-6540

Plan General Information

LAWRENCE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2015, the total retirement plan assets of LAWRENCE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN is $97,525,821.00.This plan was established in 1923.

LAWRENCE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2015, the total number of retirement plan participants in LAWRENCE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN is 1161

LAWRENCE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN Average Participant Retirement Account Value

In 2015, the average participant retirement account value for LAWRENCE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN is $84,001.00

LAWRENCE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2015, the estimated average employee contribution amount per participant for LAWRENCE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN is $648.00.

LAWRENCE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN Estimated Average Employer Match

In 2015, the estimated average employer match for an employee in LAWRENCE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN is approximately $829.00
Investing in this additonal $829.00 for 20 years would give you extra $53,088.00, assuming a 10% annual return.

LAWRENCE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2015, LAWRENCE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN allocates $963,054.00 to match its employees' contributions, providing an employer match rate of 255.69% of their contributions

LAWRENCE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2015, the total retirement plan asset growth rate of LAWRENCE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN is 19.72%.

LAWRENCE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2015, the estimated aggregate retirement account investment gain/loss for LAWRENCE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN is 21.41%. This measures the effectiveness of the plan participants' investments in the year.

LAWRENCE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN Expense Ratio

In 2015, the investment and administrative expense ratio of LAWRENCE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN is 0.01%.

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