USC SCHOOL OF MEDICINE EDUCATIONAL TRUST RETIREMENT PLAN

Plan Contact

  • Address: P.O. BOX 413,COLUMBIA,SC
  • Contact person: DEREK PAYNE
  • Phone: (803) 545-5020

Plan General Information

USC SCHOOL OF MEDICINE EDUCATIONAL TRUST RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of USC SCHOOL OF MEDICINE EDUCATIONAL TRUST RETIREMENT PLAN is $44,780,532.00.This plan was established in 1992.

USC SCHOOL OF MEDICINE EDUCATIONAL TRUST RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in USC SCHOOL OF MEDICINE EDUCATIONAL TRUST RETIREMENT PLAN is 254

USC SCHOOL OF MEDICINE EDUCATIONAL TRUST RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for USC SCHOOL OF MEDICINE EDUCATIONAL TRUST RETIREMENT PLAN is $176,301.00

USC SCHOOL OF MEDICINE EDUCATIONAL TRUST RETIREMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in USC SCHOOL OF MEDICINE EDUCATIONAL TRUST RETIREMENT PLAN is approximately $7,888.00
Investing in this additonal $7,888.00 for 20 years would give you extra $504,833.00, assuming a 10% annual return.

USC SCHOOL OF MEDICINE EDUCATIONAL TRUST RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of USC SCHOOL OF MEDICINE EDUCATIONAL TRUST RETIREMENT PLAN is 17.09%.

USC SCHOOL OF MEDICINE EDUCATIONAL TRUST RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for USC SCHOOL OF MEDICINE EDUCATIONAL TRUST RETIREMENT PLAN is 16.95%. This measures the effectiveness of the plan participants' investments in the year.

USC SCHOOL OF MEDICINE EDUCATIONAL TRUST RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of USC SCHOOL OF MEDICINE EDUCATIONAL TRUST RETIREMENT PLAN is 0.00%.

Enrollment Features

USC SCHOOL OF MEDICINE EDUCATIONAL TRUST RETIREMENT PLAN has the following features:
    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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