MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN (FORMERLY THE COLLEGE OF MOUNT ST. JOSEPH TAX DEFERRED ANNUITY PLAN)
Plan Contact
- Address: 5701 DELHI ROAD,CINCINNATI,OH
- Contact person: ASHLEY TERRELL
- Phone: (513) 244-4200
Plan General Information
MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN (FORMERLY THE COLLEGE OF MOUNT ST. JOSEPH TAX DEFERRED ANNUITY PLAN) Total Retirement Plan Assets
At the end of 2014, the total retirement plan assets of MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN (FORMERLY THE COLLEGE OF MOUNT ST. JOSEPH TAX DEFERRED ANNUITY PLAN) is $21,635,259.00.This plan was established in 1983.
MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN (FORMERLY THE COLLEGE OF MOUNT ST. JOSEPH TAX DEFERRED ANNUITY PLAN) Total Number of Retirement Plan Participants
At the end of 2014, the total number of retirement plan participants in MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN (FORMERLY THE COLLEGE OF MOUNT ST. JOSEPH TAX DEFERRED ANNUITY PLAN) is 432
MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN (FORMERLY THE COLLEGE OF MOUNT ST. JOSEPH TAX DEFERRED ANNUITY PLAN) Average Participant Retirement Account Value
In 2014, the average participant retirement account value for MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN (FORMERLY THE COLLEGE OF MOUNT ST. JOSEPH TAX DEFERRED ANNUITY PLAN) is $50,081.00
MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN (FORMERLY THE COLLEGE OF MOUNT ST. JOSEPH TAX DEFERRED ANNUITY PLAN) Estimated Average Employee Contribution Amount
In 2014, the estimated average employee contribution amount per participant for MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN (FORMERLY THE COLLEGE OF MOUNT ST. JOSEPH TAX DEFERRED ANNUITY PLAN) is $4,322.00.
MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN (FORMERLY THE COLLEGE OF MOUNT ST. JOSEPH TAX DEFERRED ANNUITY PLAN) Total Retirement Plan Asset Growth Rate
In 2014, the total retirement plan asset growth rate of MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN (FORMERLY THE COLLEGE OF MOUNT ST. JOSEPH TAX DEFERRED ANNUITY PLAN) is 7.59%.
MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN (FORMERLY THE COLLEGE OF MOUNT ST. JOSEPH TAX DEFERRED ANNUITY PLAN) Estimated Aggregate Retirement Account Investment Gain/Loss
In 2014, the estimated aggregate retirement account investment gain/loss for MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN (FORMERLY THE COLLEGE OF MOUNT ST. JOSEPH TAX DEFERRED ANNUITY PLAN) is 6.23%. This measures the effectiveness of the plan participants' investments in the year.
MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN (FORMERLY THE COLLEGE OF MOUNT ST. JOSEPH TAX DEFERRED ANNUITY PLAN) Expense Ratio
In 2014, the investment and administrative expense ratio of MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN (FORMERLY THE COLLEGE OF MOUNT ST. JOSEPH TAX DEFERRED ANNUITY PLAN) is 0.10%.
Enrollment Features
MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN (FORMERLY THE COLLEGE OF MOUNT ST. JOSEPH TAX DEFERRED ANNUITY PLAN) has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
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