THE HEAD ROYCE SCHOOL 403(B) PLAN
Plan Contact
- Address: 4315 LINCOLN AVENUE,OAKLAND,CA
- Contact person: JERRY MULLANEY
- Phone: (510) 531-1300
Plan General Information
THE HEAD ROYCE SCHOOL 403(B) PLAN Total Retirement Plan Assets
At the end of 2021, the total retirement plan assets of THE HEAD ROYCE SCHOOL 403(B) PLAN is $80,346,222.00.This plan was established in 2022.
THE HEAD ROYCE SCHOOL 403(B) PLAN Total Number of Retirement Plan Participants
At the end of 2021, the total number of retirement plan participants in THE HEAD ROYCE SCHOOL 403(B) PLAN is 419
THE HEAD ROYCE SCHOOL 403(B) PLAN Average Participant Retirement Account Value
In 2021, the average participant retirement account value for THE HEAD ROYCE SCHOOL 403(B) PLAN is $191,757.00
THE HEAD ROYCE SCHOOL 403(B) PLAN Estimated Average Employee Contribution Amount
In 2021, the estimated average employee contribution amount per participant for THE HEAD ROYCE SCHOOL 403(B) PLAN is $3,186.00.
THE HEAD ROYCE SCHOOL 403(B) PLAN Estimated Average Employer Match
In 2021, the estimated average employer match for an employee in THE HEAD ROYCE SCHOOL 403(B) PLAN is approximately $2,755.00
Investing in this additonal $2,755.00 for 20 years would give you extra $176,334.00, assuming a 10% annual return.
Investing in this additonal $2,755.00 for 20 years would give you extra $176,334.00, assuming a 10% annual return.
THE HEAD ROYCE SCHOOL 403(B) PLAN Total Employer Contribution and Match Rate
In 2021, THE HEAD ROYCE SCHOOL 403(B) PLAN allocates $1,154,439.00 to match its employees' contributions, providing an employer match rate of 86.48% of their contributions
THE HEAD ROYCE SCHOOL 403(B) PLAN Total Retirement Plan Asset Growth Rate
In 2021, the total retirement plan asset growth rate of THE HEAD ROYCE SCHOOL 403(B) PLAN is 12.07%.
THE HEAD ROYCE SCHOOL 403(B) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2021, the estimated aggregate retirement account investment gain/loss for THE HEAD ROYCE SCHOOL 403(B) PLAN is 13.35%. This measures the effectiveness of the plan participants' investments in the year.
THE HEAD ROYCE SCHOOL 403(B) PLAN Expense Ratio
In 2021, the investment and administrative expense ratio of THE HEAD ROYCE SCHOOL 403(B) PLAN is 0.03%.
Enrollment Features
THE HEAD ROYCE SCHOOL 403(B) 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.
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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