UNITED SHORE FINANCIAL SERVICES LLC PSP&TRUST

Plan Contact

  • Address: 585 SOUTH BOULEVARD EAST,PONTIAC,MI
  • Contact person: DEANA MARIE MATHEWS
  • Phone: (800) 981-8898

Plan General Information

UNITED SHORE FINANCIAL SERVICES LLC PSP&TRUST Total Retirement Plan Assets

At the end of 2020, the total retirement plan assets of UNITED SHORE FINANCIAL SERVICES LLC PSP&TRUST is $83,990,276.00.This plan was established in 1995.

UNITED SHORE FINANCIAL SERVICES LLC PSP&TRUST Total Number of Retirement Plan Participants

At the end of 2020, the total number of retirement plan participants in UNITED SHORE FINANCIAL SERVICES LLC PSP&TRUST is 5006

UNITED SHORE FINANCIAL SERVICES LLC PSP&TRUST Average Participant Retirement Account Value

In 2020, the average participant retirement account value for UNITED SHORE FINANCIAL SERVICES LLC PSP&TRUST is $16,777.00

UNITED SHORE FINANCIAL SERVICES LLC PSP&TRUST Estimated Average Employee Contribution Amount

In 2020, the estimated average employee contribution amount per participant for UNITED SHORE FINANCIAL SERVICES LLC PSP&TRUST is $7,763.00.

UNITED SHORE FINANCIAL SERVICES LLC PSP&TRUST Estimated Average Employer Match

In 2020, the estimated average employer match for an employee in UNITED SHORE FINANCIAL SERVICES LLC PSP&TRUST is approximately $846.00
Investing in this additonal $846.00 for 20 years would give you extra $54,160.00, assuming a 10% annual return.

UNITED SHORE FINANCIAL SERVICES LLC PSP&TRUST Total Employer Contribution and Match Rate

In 2020, UNITED SHORE FINANCIAL SERVICES LLC PSP&TRUST allocates $4,236,371.00 to match its employees' contributions, providing an employer match rate of 21.80% of their contributions

UNITED SHORE FINANCIAL SERVICES LLC PSP&TRUST Total Retirement Plan Asset Growth Rate

In 2020, the total retirement plan asset growth rate of UNITED SHORE FINANCIAL SERVICES LLC PSP&TRUST is 53.05%.

UNITED SHORE FINANCIAL SERVICES LLC PSP&TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2020, the estimated aggregate retirement account investment gain/loss for UNITED SHORE FINANCIAL SERVICES LLC PSP&TRUST is 19.39%. This measures the effectiveness of the plan participants' investments in the year.

UNITED SHORE FINANCIAL SERVICES LLC PSP&TRUST Expense Ratio

In 2020, the investment and administrative expense ratio of UNITED SHORE FINANCIAL SERVICES LLC PSP&TRUST is 0.16%.

Enrollment Features

UNITED SHORE FINANCIAL SERVICES LLC PSP&TRUST 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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