ASSUREDPARTNERS PEP Contribution & Employer Match

How ASSUREDPARTNERS INVESTMENT ADVISORS, LLC Supports Your Retirement Savings

ASSUREDPARTNERS INVESTMENT ADVISORS, LLC provides retirement savings benefits through ASSUREDPARTNERS PEP. Understanding your employer’s contribution structure is essential — it directly affects how quickly your retirement nest egg grows. Below you will find the plan’s average account values and contribution patterns based on publicly filed data.

ASSUREDPARTNERS PEP Average Participant Retirement Account Value

In 2024, the average participant retirement account value for ASSUREDPARTNERS PEP is $25,512.00

ASSUREDPARTNERS PEP Estimated Average Employee Contribution Amount

In 2024, the estimated average employee contribution amount per participant for ASSUREDPARTNERS PEP is $5,781.00. If you contribute an amount exceeding this, you have saved more than your colleagues. Congratulations! Keep up the good work. Otherwise, you might want to consider contributing more to ensure a better retirement future.
369,992.00: this is the amount you will have accumulated 20 years later if you annually contribute the average contribution amount 5,781.00 in ASSUREDPARTNERS PEP, assuming a 10%* annual return.

* Data are from public filings.

Employer Match in ASSUREDPARTNERS PEP

An employer match is one of the most valuable benefits in any 401(k) plan — it is essentially free money added to your retirement savings. Your employer contributes additional funds based on a percentage of your own contributions. Missing out on the full match is one of the most common and costly retirement mistakes employees make.

ASSUREDPARTNERS PEP Total Employer Contribution and Match Rate

In 2024, ASSUREDPARTNERS PEP allocates $1,847,113.00 to match its employees’ contributions, providing an employer match rate of 46.20% of their contributions

ASSUREDPARTNERS PEP Estimated Average Employer Match

In 2024, the estimated average employer match for an employee in ASSUREDPARTNERS PEP is approximately $1,335.00
Investing in this additonal $1,335.00 for 20 years would give you extra $85,477.00, assuming a 10% annual return.

* Data are from public filings.

Are You Leaving Dollars on the Table?

If you are not contributing enough to capture the maximum employer match, you are literally turning down part of your compensation. For many plans, this can mean thousands of dollars per year in lost employer contributions — money that would compound over decades.

Use the policy details and calculator below to find out exactly how much you need to contribute to capture every dollar of employer matching.

ASSUREDPARTNERS PEP Contribution & Match Policy

ASSUREDPARTNERS PEP Plan Policies

ASSUREDPARTNERS PEP Contribution, Match and Other Plan Policies

  • Participants may make pre-tax, Roth, and/or after-tax contributions of their eligible compensation, as defined by the PEP and Participating Employer adoption agreement, subject to applicable limits established by law.
  • Participants who have attained age 50 before the end of the calendar year are eligible to make catch-up contributions.
  • The Participating Employers in the PEP may elect automatic enrollment and escalation features.
  • Based on elections made in their adoption agreement, Participating Employers may elect to make matching contributions, profit-sharing contributions, safe harbor, and nonelective contributions.
  • Participants are immediately vested in their individual contributions, and their Participating Employer’s safe harbor contributions (if any) plus actual earnings or losses thereon.
  • Vesting in the Participating Employer’s other contributions (if any), portion plus actual earnings thereon, is based on years of credited service ranging from immediate to six years using graded or cliff vesting schedules, as elected by the Participating Employer.
  • Participant accounts become fully vested upon reaching normal retirement age (65), death, or disability.

2025 IRS 401(k) Contribution Limits

The IRS sets annual limits on how much you and your employer can contribute to a 401(k) plan. Knowing these limits helps you maximize tax-advantaged savings. Here are the current limits:

 20242025
Employee elective deferrals (pretax + Roth)$23,000$23,500
Employee + employer contributions combined$69,000$70,000
Catch-up contributions (age 50+)$7,500$7,500
Enhanced catch-up (ages 60–63, SECURE 2.0)N/A$11,250

The power of maxing out: If you contribute the full $23,500 annually for 20 years at a 10% average annual return, you would accumulate approximately $1,505,256. If you can maximize the combined employee+employer limit of $70,000 per year, that grows to roughly $4,480,385 over the same period — more than triple.

Use the 401(k) Savings Calculator to model your specific contribution scenario and see how your savings can grow over time.

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