CITI RETIREMENT SAVINGS PLAN FOR PUERTO RICO

Plan Contact

  • Address: 750 WASHINGTON BLVD, 8TH FLOOR,STAMFORD,CT
  • Contact person: JEAN ROMA
  • Phone: (718) 248-1017

Plan General Information

CITI RETIREMENT SAVINGS PLAN FOR PUERTO RICO Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of CITI RETIREMENT SAVINGS PLAN FOR PUERTO RICO is $49,102,159.00.This plan was established in 2001.

CITI RETIREMENT SAVINGS PLAN FOR PUERTO RICO Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in CITI RETIREMENT SAVINGS PLAN FOR PUERTO RICO is 426

CITI RETIREMENT SAVINGS PLAN FOR PUERTO RICO Average Participant Retirement Account Value

In 2023, the average participant retirement account value for CITI RETIREMENT SAVINGS PLAN FOR PUERTO RICO is $115,263.00

CITI RETIREMENT SAVINGS PLAN FOR PUERTO RICO Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for CITI RETIREMENT SAVINGS PLAN FOR PUERTO RICO is $1,537.00.

CITI RETIREMENT SAVINGS PLAN FOR PUERTO RICO Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in CITI RETIREMENT SAVINGS PLAN FOR PUERTO RICO is approximately $1,272.00
Investing in this additonal $1,272.00 for 20 years would give you extra $81,469.00, assuming a 10% annual return.

CITI RETIREMENT SAVINGS PLAN FOR PUERTO RICO Total Employer Contribution and Match Rate

In 2023, CITI RETIREMENT SAVINGS PLAN FOR PUERTO RICO allocates $542,280.00 to match its employees' contributions, providing an employer match rate of 80.51% of their contributions

CITI RETIREMENT SAVINGS PLAN FOR PUERTO RICO Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of CITI RETIREMENT SAVINGS PLAN FOR PUERTO RICO is 9.18%.

CITI RETIREMENT SAVINGS PLAN FOR PUERTO RICO Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for CITI RETIREMENT SAVINGS PLAN FOR PUERTO RICO is 16.75%. This measures the effectiveness of the plan participants' investments in the year.

CITI RETIREMENT SAVINGS PLAN FOR PUERTO RICO Expense Ratio

In 2023, the investment and administrative expense ratio of CITI RETIREMENT SAVINGS PLAN FOR PUERTO RICO is 0.08%.

Enrollment Features

CITI RETIREMENT SAVINGS PLAN FOR PUERTO RICO 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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