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EXCELSIOR CHARTER GROUP ERISA 403B PLAN

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Plan General Information

EXCELSIOR CHARTER GROUP ERISA 403B PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of EXCELSIOR CHARTER GROUP ERISA 403B PLAN is $2,869,510.00.This plan was established in 2016.

EXCELSIOR CHARTER GROUP ERISA 403B PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in EXCELSIOR CHARTER GROUP ERISA 403B PLAN is 136

EXCELSIOR CHARTER GROUP ERISA 403B PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for EXCELSIOR CHARTER GROUP ERISA 403B PLAN is $21,099.00

EXCELSIOR CHARTER GROUP ERISA 403B PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for EXCELSIOR CHARTER GROUP ERISA 403B PLAN is $3,987.00.

EXCELSIOR CHARTER GROUP ERISA 403B PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in EXCELSIOR CHARTER GROUP ERISA 403B PLAN is approximately $2,815.00
Investing in this additonal $2,815.00 for 20 years would give you extra $180,177.00, assuming a 10% annual return.

EXCELSIOR CHARTER GROUP ERISA 403B PLAN Total Employer Contribution and Match Rate

In 2023, EXCELSIOR CHARTER GROUP ERISA 403B PLAN allocates $382,877.00 to match its employees' contributions, providing an employer match rate of 141.20% of their contributions

EXCELSIOR CHARTER GROUP ERISA 403B PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of EXCELSIOR CHARTER GROUP ERISA 403B PLAN is 47.23%.

EXCELSIOR CHARTER GROUP ERISA 403B PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for EXCELSIOR CHARTER GROUP ERISA 403B PLAN is 16.54%. This measures the effectiveness of the plan participants' investments in the year.

EXCELSIOR CHARTER GROUP ERISA 403B PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of EXCELSIOR CHARTER GROUP ERISA 403B PLAN is 0.08%.

Enrollment Features

EXCELSIOR CHARTER GROUP ERISA 403B 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.

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