WATERFIELD GROUP SAVINGS AND INVESTMENT PLAN

Plan Contact

  • Contact person: T. A. SCIORILLI
  • Phone: (260) 434-8411

Plan General Information

WATERFIELD GROUP SAVINGS AND INVESTMENT PLAN Total Retirement Plan Assets

At the end of 2006, the total retirement plan assets of WATERFIELD GROUP SAVINGS AND INVESTMENT PLAN is $34,930,529.00.This plan was established in 1984.

WATERFIELD GROUP SAVINGS AND INVESTMENT PLAN Total Number of Retirement Plan Participants

At the end of 2006, the total number of retirement plan participants in WATERFIELD GROUP SAVINGS AND INVESTMENT PLAN is 2388

WATERFIELD GROUP SAVINGS AND INVESTMENT PLAN Average Participant Retirement Account Value

In 2006, the average participant retirement account value for WATERFIELD GROUP SAVINGS AND INVESTMENT PLAN is $14,627.00

WATERFIELD GROUP SAVINGS AND INVESTMENT PLAN Estimated Average Employee Contribution Amount

In 2006, the estimated average employee contribution amount per participant for WATERFIELD GROUP SAVINGS AND INVESTMENT PLAN is $2,041.00.

WATERFIELD GROUP SAVINGS AND INVESTMENT PLAN Estimated Average Employer Match

In 2006, the estimated average employer match for an employee in WATERFIELD GROUP SAVINGS AND INVESTMENT PLAN is approximately $235.00
Investing in this additonal $235.00 for 20 years would give you extra $15,050.00, assuming a 10% annual return.

WATERFIELD GROUP SAVINGS AND INVESTMENT PLAN Total Employer Contribution and Match Rate

In 2006, WATERFIELD GROUP SAVINGS AND INVESTMENT PLAN allocates $561,583.00 to match its employees' contributions, providing an employer match rate of 23.04% of their contributions

WATERFIELD GROUP SAVINGS AND INVESTMENT PLAN Total Retirement Plan Asset Growth Rate

In 2006, the total retirement plan asset growth rate of WATERFIELD GROUP SAVINGS AND INVESTMENT PLAN is -50.55%.

WATERFIELD GROUP SAVINGS AND INVESTMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2006, the estimated aggregate retirement account investment gain/loss for WATERFIELD GROUP SAVINGS AND INVESTMENT PLAN is 12.21%. This measures the effectiveness of the plan participants' investments in the year.

WATERFIELD GROUP SAVINGS AND INVESTMENT PLAN Expense Ratio

In 2006, the investment and administrative expense ratio of WATERFIELD GROUP SAVINGS AND INVESTMENT PLAN is 0.05%.

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