UNITED WAY OF TUCSON & SOUTHERN ARIZONA RETIREMENT PLAN
Plan Contact
- Address: 330 N. COMMERCE PARK LOOP 200,TUCSON,AZ
- Contact person: MARY HUERSTEL
- Phone: (520) 903-9000
Plan General Information
UNITED WAY OF TUCSON & SOUTHERN ARIZONA RETIREMENT PLAN Total Retirement Plan Assets
At the end of 2011, the total retirement plan assets of UNITED WAY OF TUCSON & SOUTHERN ARIZONA RETIREMENT PLAN is $1,377,421.00.This plan was established in 1996.
UNITED WAY OF TUCSON & SOUTHERN ARIZONA RETIREMENT PLAN Total Number of Retirement Plan Participants
At the end of 2011, the total number of retirement plan participants in UNITED WAY OF TUCSON & SOUTHERN ARIZONA RETIREMENT PLAN is 115
UNITED WAY OF TUCSON & SOUTHERN ARIZONA RETIREMENT PLAN Average Participant Retirement Account Value
In 2011, the average participant retirement account value for UNITED WAY OF TUCSON & SOUTHERN ARIZONA RETIREMENT PLAN is $11,977.00
UNITED WAY OF TUCSON & SOUTHERN ARIZONA RETIREMENT PLAN Estimated Average Employee Contribution Amount
In 2011, the estimated average employee contribution amount per participant for UNITED WAY OF TUCSON & SOUTHERN ARIZONA RETIREMENT PLAN is $2,389.00.
UNITED WAY OF TUCSON & SOUTHERN ARIZONA RETIREMENT PLAN Estimated Average Employer Match
In 2011, the estimated average employer match for an employee in UNITED WAY OF TUCSON & SOUTHERN ARIZONA RETIREMENT PLAN is approximately $591.00
Investing in this additonal $591.00 for 20 years would give you extra $37,881.00, assuming a 10% annual return.
Investing in this additonal $591.00 for 20 years would give you extra $37,881.00, assuming a 10% annual return.
UNITED WAY OF TUCSON & SOUTHERN ARIZONA RETIREMENT PLAN Total Employer Contribution and Match Rate
In 2011, UNITED WAY OF TUCSON & SOUTHERN ARIZONA RETIREMENT PLAN allocates $68,069.00 to match its employees' contributions, providing an employer match rate of 49.54% of their contributions
UNITED WAY OF TUCSON & SOUTHERN ARIZONA RETIREMENT PLAN Total Retirement Plan Asset Growth Rate
In 2011, the total retirement plan asset growth rate of UNITED WAY OF TUCSON & SOUTHERN ARIZONA RETIREMENT PLAN is -6.03%.
UNITED WAY OF TUCSON & SOUTHERN ARIZONA RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2011, the estimated aggregate retirement account investment gain/loss for UNITED WAY OF TUCSON & SOUTHERN ARIZONA RETIREMENT PLAN is -2.71%. This measures the effectiveness of the plan participants' investments in the year.
UNITED WAY OF TUCSON & SOUTHERN ARIZONA RETIREMENT PLAN Expense Ratio
In 2011, the investment and administrative expense ratio of UNITED WAY OF TUCSON & SOUTHERN ARIZONA RETIREMENT PLAN is 0.21%.
Enrollment Features
UNITED WAY OF TUCSON & SOUTHERN ARIZONA RETIREMENT PLAN has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
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