RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC.
Plan Contact
- Address: 760 ANSBOROUGH AVE,WATERLOO,IA
- Phone: (319) 232-6671
Plan General Information
RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. is $16,316,852.00.This plan was established in 1975.
RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. is 320
RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. Average Participant Retirement Account Value
In 2023, the average participant retirement account value for RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. is $50,990.00
RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. is $3,216.00.
RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. is approximately $1,946.00
Investing in this additonal $1,946.00 for 20 years would give you extra $124,564.00, assuming a 10% annual return.
Investing in this additonal $1,946.00 for 20 years would give you extra $124,564.00, assuming a 10% annual return.
RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. Total Employer Contribution and Match Rate
In 2023, RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. allocates $622,823.00 to match its employees' contributions, providing an employer match rate of 57.63% of their contributions
RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. is 12.51%.
RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. is 14.38%. This measures the effectiveness of the plan participants' investments in the year.
RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. Expense Ratio
In 2023, the investment and administrative expense ratio of RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. is 0.37%.
Enrollment Features
RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. 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.
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