VALPARAISO UNIVERSITY RETIREMENT PLAN
Plan Contact
- Address: 1700 CHAPEL DRIVE - KRETZMANN HALL,VALPARAISO,IN
- Contact person: MARK VOLPATTI
- Phone: (219) 464-5635
Plan General Information
VALPARAISO UNIVERSITY RETIREMENT PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of VALPARAISO UNIVERSITY RETIREMENT PLAN is $224,652,628.00.This plan was established in 1940.
VALPARAISO UNIVERSITY RETIREMENT PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in VALPARAISO UNIVERSITY RETIREMENT PLAN is 2312
VALPARAISO UNIVERSITY RETIREMENT PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for VALPARAISO UNIVERSITY RETIREMENT PLAN is $97,168.00
VALPARAISO UNIVERSITY RETIREMENT PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for VALPARAISO UNIVERSITY RETIREMENT PLAN is $1,399.00.
VALPARAISO UNIVERSITY RETIREMENT PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in VALPARAISO UNIVERSITY RETIREMENT PLAN is approximately $1,022.00
Investing in this additonal $1,022.00 for 20 years would give you extra $65,465.00, assuming a 10% annual return.
Investing in this additonal $1,022.00 for 20 years would give you extra $65,465.00, assuming a 10% annual return.
VALPARAISO UNIVERSITY RETIREMENT PLAN Total Employer Contribution and Match Rate
In 2023, VALPARAISO UNIVERSITY RETIREMENT PLAN allocates $2,364,947.00 to match its employees' contributions, providing an employer match rate of 73.38% of their contributions
VALPARAISO UNIVERSITY RETIREMENT PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of VALPARAISO UNIVERSITY RETIREMENT PLAN is 7.49%.
VALPARAISO UNIVERSITY RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for VALPARAISO UNIVERSITY RETIREMENT PLAN is 13.77%. This measures the effectiveness of the plan participants' investments in the year.
VALPARAISO UNIVERSITY RETIREMENT PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of VALPARAISO UNIVERSITY RETIREMENT PLAN is 0.11%.
Enrollment Features
VALPARAISO UNIVERSITY RETIREMENT 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.
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