THE EXCELSIOR UNIVERSITY RETIREMENT PLAN

Plan Contact

  • Address: 7 COLUMBIA CIRCLE,ALBANY,NY
  • Contact person: FREDY RIVAS
  • Phone: (518) 464-8548

Plan General Information

THE EXCELSIOR UNIVERSITY RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of THE EXCELSIOR UNIVERSITY RETIREMENT PLAN is $59,298,410.00.This plan was established in 1998.

THE EXCELSIOR UNIVERSITY RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in THE EXCELSIOR UNIVERSITY RETIREMENT PLAN is 1088

THE EXCELSIOR UNIVERSITY RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for THE EXCELSIOR UNIVERSITY RETIREMENT PLAN is $54,502.00

THE EXCELSIOR UNIVERSITY RETIREMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in THE EXCELSIOR UNIVERSITY RETIREMENT PLAN is approximately $1,758.00
Investing in this additonal $1,758.00 for 20 years would give you extra $112,559.00, assuming a 10% annual return.

THE EXCELSIOR UNIVERSITY RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of THE EXCELSIOR UNIVERSITY RETIREMENT PLAN is 11.66%.

THE EXCELSIOR UNIVERSITY RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for THE EXCELSIOR UNIVERSITY RETIREMENT PLAN is 14.77%. This measures the effectiveness of the plan participants' investments in the year.

THE EXCELSIOR UNIVERSITY RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of THE EXCELSIOR UNIVERSITY RETIREMENT PLAN is 0.08%.

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