ADELFI CREDIT UNION
Plan Contact
- Address: 955 WEST IMPERIAL HIGHWAY SUITE 100,BREA,CA
- Contact person: WILHELMINA SALCEDO
- Phone: (714) 671-5700
Plan General Information
ADELFI CREDIT UNION Total Retirement Plan Assets
At the end of 2022, the total retirement plan assets of ADELFI CREDIT UNION is $24,713,821.00.This plan was established in 1992.
ADELFI CREDIT UNION Total Number of Retirement Plan Participants
At the end of 2022, the total number of retirement plan participants in ADELFI CREDIT UNION is 189
ADELFI CREDIT UNION Average Participant Retirement Account Value
In 2022, the average participant retirement account value for ADELFI CREDIT UNION is $130,760.00
ADELFI CREDIT UNION Estimated Average Employee Contribution Amount
In 2022, the estimated average employee contribution amount per participant for ADELFI CREDIT UNION is $10,054.00.
ADELFI CREDIT UNION Estimated Average Employer Match
In 2022, the estimated average employer match for an employee in ADELFI CREDIT UNION is approximately $1,404.00
Investing in this additonal $1,404.00 for 20 years would give you extra $89,865.00, assuming a 10% annual return.
Investing in this additonal $1,404.00 for 20 years would give you extra $89,865.00, assuming a 10% annual return.
ADELFI CREDIT UNION Total Employer Contribution and Match Rate
In 2022, ADELFI CREDIT UNION allocates $265,385.00 to match its employees' contributions, providing an employer match rate of 27.93% of their contributions
ADELFI CREDIT UNION Total Retirement Plan Asset Growth Rate
In 2022, the total retirement plan asset growth rate of ADELFI CREDIT UNION is -21.05%.
ADELFI CREDIT UNION Estimated Aggregate Retirement Account Investment Gain/Loss
In 2022, the estimated aggregate retirement account investment gain/loss for ADELFI CREDIT UNION is -17.36%. This measures the effectiveness of the plan participants' investments in the year.
ADELFI CREDIT UNION Expense Ratio
In 2022, the investment and administrative expense ratio of ADELFI CREDIT UNION is 0.13%.
Enrollment Features
ADELFI CREDIT UNION 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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