DFS RETIREMENT PLAN
Plan Contact
- Address: 330 ROYAL HAWAIIAN AVE STE 350,HONOLULU,HI
- Contact person: ALEX RICHARDSON
- Phone: (808) 837-3470
Plan General Information
DFS RETIREMENT PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of DFS RETIREMENT PLAN is $208,736,594.00.This plan was established in 1976.
DFS RETIREMENT PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in DFS RETIREMENT PLAN is 2039
DFS RETIREMENT PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for DFS RETIREMENT PLAN is $102,372.00
DFS RETIREMENT PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for DFS RETIREMENT PLAN is $1,858.00.
DFS RETIREMENT PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in DFS RETIREMENT PLAN is approximately $1,306.00
Investing in this additonal $1,306.00 for 20 years would give you extra $83,593.00, assuming a 10% annual return.
Investing in this additonal $1,306.00 for 20 years would give you extra $83,593.00, assuming a 10% annual return.
DFS RETIREMENT PLAN Total Employer Contribution and Match Rate
In 2023, DFS RETIREMENT PLAN allocates $2,663,223.00 to match its employees' contributions, providing an employer match rate of 67.56% of their contributions
DFS RETIREMENT PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of DFS RETIREMENT PLAN is 14.02%.
DFS RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for DFS RETIREMENT PLAN is 19.80%. This measures the effectiveness of the plan participants' investments in the year.
DFS RETIREMENT PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of DFS RETIREMENT PLAN is 0.01%.
Enrollment Features
DFS 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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