ROBERTS WESLEYAN UNIVERSITY RETIREMENT PLAN
Plan Contact
- Address: 2301 WESTSIDE DR,ROCHESTER,NY
- Contact person: JULIANNE BAILEY
- Phone: (585) 594-6838
Plan General Information
ROBERTS WESLEYAN UNIVERSITY RETIREMENT PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of ROBERTS WESLEYAN UNIVERSITY RETIREMENT PLAN is $43,882,360.00.This plan was established in 1943.
ROBERTS WESLEYAN UNIVERSITY RETIREMENT PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in ROBERTS WESLEYAN UNIVERSITY RETIREMENT PLAN is 1044
ROBERTS WESLEYAN UNIVERSITY RETIREMENT PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for ROBERTS WESLEYAN UNIVERSITY RETIREMENT PLAN is $42,032.00
ROBERTS WESLEYAN UNIVERSITY RETIREMENT PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for ROBERTS WESLEYAN UNIVERSITY RETIREMENT PLAN is $2,365.00.
ROBERTS WESLEYAN UNIVERSITY RETIREMENT PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in ROBERTS WESLEYAN UNIVERSITY RETIREMENT PLAN is approximately $329.00
Investing in this additonal $329.00 for 20 years would give you extra $21,062.00, assuming a 10% annual return.
Investing in this additonal $329.00 for 20 years would give you extra $21,062.00, assuming a 10% annual return.
ROBERTS WESLEYAN UNIVERSITY RETIREMENT PLAN Total Employer Contribution and Match Rate
In 2023, ROBERTS WESLEYAN UNIVERSITY RETIREMENT PLAN allocates $343,590.00 to match its employees' contributions, providing an employer match rate of 27.82% of their contributions
ROBERTS WESLEYAN UNIVERSITY RETIREMENT PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of ROBERTS WESLEYAN UNIVERSITY RETIREMENT PLAN is 7.49%.
ROBERTS WESLEYAN UNIVERSITY RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for ROBERTS WESLEYAN UNIVERSITY RETIREMENT PLAN is 14.51%. This measures the effectiveness of the plan participants' investments in the year.
ROBERTS WESLEYAN UNIVERSITY RETIREMENT PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of ROBERTS WESLEYAN UNIVERSITY RETIREMENT PLAN is 0.30%.
Enrollment Features
ROBERTS WESLEYAN UNIVERSITY RETIREMENT 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.
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