OHIO WESLEYAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN
Plan Contact
- Address: 61 S. SANDUSKY ST.,DELAWARE,OH
- Contact person: JAMES MICHAEL BRUCE
- Phone: (740) 368-3394
Plan General Information
OHIO WESLEYAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of OHIO WESLEYAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN is $168,060,494.00.This plan was established in 1967.
OHIO WESLEYAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in OHIO WESLEYAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN is 1213
OHIO WESLEYAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for OHIO WESLEYAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN is $138,549.00
OHIO WESLEYAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for OHIO WESLEYAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN is $2,222.00.
OHIO WESLEYAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in OHIO WESLEYAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN is approximately $1,321.00
Investing in this additonal $1,321.00 for 20 years would give you extra $84,561.00, assuming a 10% annual return.
Investing in this additonal $1,321.00 for 20 years would give you extra $84,561.00, assuming a 10% annual return.
OHIO WESLEYAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN Total Employer Contribution and Match Rate
In 2023, OHIO WESLEYAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN allocates $1,602,707.00 to match its employees' contributions, providing an employer match rate of 118.92% of their contributions
OHIO WESLEYAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of OHIO WESLEYAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN is 4.36%.
OHIO WESLEYAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for OHIO WESLEYAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN is 10.67%. This measures the effectiveness of the plan participants' investments in the year.
OHIO WESLEYAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of OHIO WESLEYAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN is 0.03%.
Enrollment Features
OHIO WESLEYAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN AND 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.
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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