UNIVERSITY OF DAYTON TAX DEFERRED ANNUITY PLAN
Plan Contact
- Address: 300 COLLEGE PARK,DAYTON,OH
- Contact person: ELIZABETH J. SCHWARTZ
- Phone: (937) 229-2541
Plan General Information
UNIVERSITY OF DAYTON TAX DEFERRED ANNUITY PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of UNIVERSITY OF DAYTON TAX DEFERRED ANNUITY PLAN is $615,706,760.00.This plan was established in 1955.
UNIVERSITY OF DAYTON TAX DEFERRED ANNUITY PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in UNIVERSITY OF DAYTON TAX DEFERRED ANNUITY PLAN is 6244
UNIVERSITY OF DAYTON TAX DEFERRED ANNUITY PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for UNIVERSITY OF DAYTON TAX DEFERRED ANNUITY PLAN is $98,607.00
UNIVERSITY OF DAYTON TAX DEFERRED ANNUITY PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for UNIVERSITY OF DAYTON TAX DEFERRED ANNUITY PLAN is $3,783.00.
UNIVERSITY OF DAYTON TAX DEFERRED ANNUITY PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of UNIVERSITY OF DAYTON TAX DEFERRED ANNUITY PLAN is 13.80%.
UNIVERSITY OF DAYTON TAX DEFERRED ANNUITY PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for UNIVERSITY OF DAYTON TAX DEFERRED ANNUITY PLAN is 14.72%. This measures the effectiveness of the plan participants' investments in the year.
UNIVERSITY OF DAYTON TAX DEFERRED ANNUITY PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of UNIVERSITY OF DAYTON TAX DEFERRED ANNUITY PLAN is 0.05%.
Enrollment Features
UNIVERSITY OF DAYTON TAX DEFERRED ANNUITY 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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