CNL FINANCIAL GROUP, INC. SUBSIDIARIES AND AFFILIATES EMPLOYEE RETIREMENT PLAN
Plan Contact
- Address: 450 SOUTH ORANGE AVE,ORLANDO,FL
- Contact person: KAKI RAWLS
- Phone: (407) 650-1000
Plan General Information
CNL FINANCIAL GROUP, INC. SUBSIDIARIES AND AFFILIATES EMPLOYEE RETIREMENT PLAN Total Retirement Plan Assets
At the end of 2017, the total retirement plan assets of CNL FINANCIAL GROUP, INC. SUBSIDIARIES AND AFFILIATES EMPLOYEE RETIREMENT PLAN is $48,026,148.00.This plan was established in 1988.
CNL FINANCIAL GROUP, INC. SUBSIDIARIES AND AFFILIATES EMPLOYEE RETIREMENT PLAN Total Number of Retirement Plan Participants
At the end of 2017, the total number of retirement plan participants in CNL FINANCIAL GROUP, INC. SUBSIDIARIES AND AFFILIATES EMPLOYEE RETIREMENT PLAN is 428
CNL FINANCIAL GROUP, INC. SUBSIDIARIES AND AFFILIATES EMPLOYEE RETIREMENT PLAN Average Participant Retirement Account Value
In 2017, the average participant retirement account value for CNL FINANCIAL GROUP, INC. SUBSIDIARIES AND AFFILIATES EMPLOYEE RETIREMENT PLAN is $112,210.00
CNL FINANCIAL GROUP, INC. SUBSIDIARIES AND AFFILIATES EMPLOYEE RETIREMENT PLAN Estimated Average Employee Contribution Amount
In 2017, the estimated average employee contribution amount per participant for CNL FINANCIAL GROUP, INC. SUBSIDIARIES AND AFFILIATES EMPLOYEE RETIREMENT PLAN is $12,788.00.
CNL FINANCIAL GROUP, INC. SUBSIDIARIES AND AFFILIATES EMPLOYEE RETIREMENT PLAN Estimated Average Employer Match
In 2017, the estimated average employer match for an employee in CNL FINANCIAL GROUP, INC. SUBSIDIARIES AND AFFILIATES EMPLOYEE RETIREMENT PLAN is approximately $2,461.00
Investing in this additonal $2,461.00 for 20 years would give you extra $157,518.00, assuming a 10% annual return.
Investing in this additonal $2,461.00 for 20 years would give you extra $157,518.00, assuming a 10% annual return.
CNL FINANCIAL GROUP, INC. SUBSIDIARIES AND AFFILIATES EMPLOYEE RETIREMENT PLAN Total Employer Contribution and Match Rate
In 2017, CNL FINANCIAL GROUP, INC. SUBSIDIARIES AND AFFILIATES EMPLOYEE RETIREMENT PLAN allocates $1,053,402.00 to match its employees' contributions, providing an employer match rate of 38.49% of their contributions
CNL FINANCIAL GROUP, INC. SUBSIDIARIES AND AFFILIATES EMPLOYEE RETIREMENT PLAN Total Retirement Plan Asset Growth Rate
In 2017, the total retirement plan asset growth rate of CNL FINANCIAL GROUP, INC. SUBSIDIARIES AND AFFILIATES EMPLOYEE RETIREMENT PLAN is 14.71%.
CNL FINANCIAL GROUP, INC. SUBSIDIARIES AND AFFILIATES EMPLOYEE RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2017, the estimated aggregate retirement account investment gain/loss for CNL FINANCIAL GROUP, INC. SUBSIDIARIES AND AFFILIATES EMPLOYEE RETIREMENT PLAN is 17.85%. This measures the effectiveness of the plan participants' investments in the year.
CNL FINANCIAL GROUP, INC. SUBSIDIARIES AND AFFILIATES EMPLOYEE RETIREMENT PLAN Expense Ratio
In 2017, the investment and administrative expense ratio of CNL FINANCIAL GROUP, INC. SUBSIDIARIES AND AFFILIATES EMPLOYEE RETIREMENT PLAN is 0.13%.
Enrollment Features
CNL FINANCIAL GROUP, INC. SUBSIDIARIES AND AFFILIATES EMPLOYEE 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.
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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