THE UNION LEAGUE OF PHILADELPHIA EMPLOYEE SAVINGS AND RETIREMENT
Plan Contact
- Address: 140 SOUTH BROAD STREET,PHILADELPHIA,PA
- Contact person: KATE WOOD
- Phone: (215) 851-8783
Plan General Information
THE UNION LEAGUE OF PHILADELPHIA EMPLOYEE SAVINGS AND RETIREMENT Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of THE UNION LEAGUE OF PHILADELPHIA EMPLOYEE SAVINGS AND RETIREMENT is $34,908,895.00.This plan was established in 1998.
THE UNION LEAGUE OF PHILADELPHIA EMPLOYEE SAVINGS AND RETIREMENT Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in THE UNION LEAGUE OF PHILADELPHIA EMPLOYEE SAVINGS AND RETIREMENT is 595
THE UNION LEAGUE OF PHILADELPHIA EMPLOYEE SAVINGS AND RETIREMENT Average Participant Retirement Account Value
In 2023, the average participant retirement account value for THE UNION LEAGUE OF PHILADELPHIA EMPLOYEE SAVINGS AND RETIREMENT is $58,670.00
THE UNION LEAGUE OF PHILADELPHIA EMPLOYEE SAVINGS AND RETIREMENT Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for THE UNION LEAGUE OF PHILADELPHIA EMPLOYEE SAVINGS AND RETIREMENT is $4,461.00.
THE UNION LEAGUE OF PHILADELPHIA EMPLOYEE SAVINGS AND RETIREMENT Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in THE UNION LEAGUE OF PHILADELPHIA EMPLOYEE SAVINGS AND RETIREMENT is approximately $3,098.00
Investing in this additonal $3,098.00 for 20 years would give you extra $198,317.00, assuming a 10% annual return.
Investing in this additonal $3,098.00 for 20 years would give you extra $198,317.00, assuming a 10% annual return.
THE UNION LEAGUE OF PHILADELPHIA EMPLOYEE SAVINGS AND RETIREMENT Total Employer Contribution and Match Rate
In 2023, THE UNION LEAGUE OF PHILADELPHIA EMPLOYEE SAVINGS AND RETIREMENT allocates $1,843,736.00 to match its employees' contributions, providing an employer match rate of 81.35% of their contributions
THE UNION LEAGUE OF PHILADELPHIA EMPLOYEE SAVINGS AND RETIREMENT Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of THE UNION LEAGUE OF PHILADELPHIA EMPLOYEE SAVINGS AND RETIREMENT is 24.27%.
THE UNION LEAGUE OF PHILADELPHIA EMPLOYEE SAVINGS AND RETIREMENT Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for THE UNION LEAGUE OF PHILADELPHIA EMPLOYEE SAVINGS AND RETIREMENT is 16.16%. This measures the effectiveness of the plan participants' investments in the year.
THE UNION LEAGUE OF PHILADELPHIA EMPLOYEE SAVINGS AND RETIREMENT Expense Ratio
In 2023, the investment and administrative expense ratio of THE UNION LEAGUE OF PHILADELPHIA EMPLOYEE SAVINGS AND RETIREMENT is 0.02%.
Enrollment Features
THE UNION LEAGUE OF PHILADELPHIA EMPLOYEE SAVINGS AND RETIREMENT 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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