LAWRENCE UNIVERSITY RETIREMENT READINESS PLAN
Plan Contact
- Address: 711 BOLDT WAY, SPC 34,APPLETON,WI
- Contact person: CHRISTOPHER LEE
- Phone: (920) 832-6541
Plan General Information
LAWRENCE UNIVERSITY RETIREMENT READINESS PLAN Total Retirement Plan Assets
At the end of 2017, the total retirement plan assets of LAWRENCE UNIVERSITY RETIREMENT READINESS PLAN is $114,179,718.00.This plan was established in 1923.
LAWRENCE UNIVERSITY RETIREMENT READINESS PLAN Total Number of Retirement Plan Participants
At the end of 2017, the total number of retirement plan participants in LAWRENCE UNIVERSITY RETIREMENT READINESS PLAN is 1162
LAWRENCE UNIVERSITY RETIREMENT READINESS PLAN Average Participant Retirement Account Value
In 2017, the average participant retirement account value for LAWRENCE UNIVERSITY RETIREMENT READINESS PLAN is $98,261.00
LAWRENCE UNIVERSITY RETIREMENT READINESS PLAN Estimated Average Employee Contribution Amount
In 2017, the estimated average employee contribution amount per participant for LAWRENCE UNIVERSITY RETIREMENT READINESS PLAN is $4,189.00.
LAWRENCE UNIVERSITY RETIREMENT READINESS PLAN Estimated Average Employer Match
In 2017, the estimated average employer match for an employee in LAWRENCE UNIVERSITY RETIREMENT READINESS PLAN is approximately $1,704.00
Investing in this additonal $1,704.00 for 20 years would give you extra $109,086.00, assuming a 10% annual return.
Investing in this additonal $1,704.00 for 20 years would give you extra $109,086.00, assuming a 10% annual return.
LAWRENCE UNIVERSITY RETIREMENT READINESS PLAN Total Employer Contribution and Match Rate
In 2017, LAWRENCE UNIVERSITY RETIREMENT READINESS PLAN allocates $1,980,602.00 to match its employees' contributions, providing an employer match rate of 81.36% of their contributions
LAWRENCE UNIVERSITY RETIREMENT READINESS PLAN Total Retirement Plan Asset Growth Rate
In 2017, the total retirement plan asset growth rate of LAWRENCE UNIVERSITY RETIREMENT READINESS PLAN is 13.79%.
LAWRENCE UNIVERSITY RETIREMENT READINESS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2017, the estimated aggregate retirement account investment gain/loss for LAWRENCE UNIVERSITY RETIREMENT READINESS PLAN is 14.14%. This measures the effectiveness of the plan participants' investments in the year.
LAWRENCE UNIVERSITY RETIREMENT READINESS PLAN Expense Ratio
In 2017, the investment and administrative expense ratio of LAWRENCE UNIVERSITY RETIREMENT READINESS PLAN is 0.07%.
Enrollment Features
LAWRENCE UNIVERSITY RETIREMENT READINESS 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.
Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
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