INSTITUTIONAL SHAREHOLDER SERVICES INC. 401(K) RETIREMENT SAVINGS PLAN

  • Address: 1177 AVENUE OF THE AMERICAS,,NEW YORK,NY
  • Contact person: YSA FELIX
  • Phone: (646) 680-6306

INSTITUTIONAL SHAREHOLDER SERVICES INC. 401(K) RETIREMENT SAVINGS 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.

At the end of 2022, the total retirement plan assets of INSTITUTIONAL SHAREHOLDER SERVICES INC. 401(K) RETIREMENT SAVINGS PLAN is $128,482,341.00.This plan was established in 2014.

At the end of 2022, the total number of retirement plan participants in INSTITUTIONAL SHAREHOLDER SERVICES INC. 401(K) RETIREMENT SAVINGS PLAN is 985

In 2022, the average participant retirement account value for INSTITUTIONAL SHAREHOLDER SERVICES INC. 401(K) RETIREMENT SAVINGS PLAN is $130,438.00

In 2022, the estimated average employee contribution amount per participant for INSTITUTIONAL SHAREHOLDER SERVICES INC. 401(K) RETIREMENT SAVINGS PLAN is $7,511.00

In 2022, the estimated average employer match for an employee in INSTITUTIONAL SHAREHOLDER SERVICES INC. 401(K) RETIREMENT SAVINGS PLAN is approximately $9,611.00

In 2022, INSTITUTIONAL SHAREHOLDER SERVICES INC. 401(K) RETIREMENT SAVINGS PLAN allocates $9,467,801.00 to match its employees' contributions, providing an employer match rate of 133.31% of their contributions

In 2022, the total retirement plan asset growth rate of INSTITUTIONAL SHAREHOLDER SERVICES INC. 401(K) RETIREMENT SAVINGS PLAN is -10.59%

In 2022, the estimated aggregate retirement account investment gain/loss for INSTITUTIONAL SHAREHOLDER SERVICES INC. 401(K) RETIREMENT SAVINGS PLAN is -16.07%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of INSTITUTIONAL SHAREHOLDER SERVICES INC. 401(K) RETIREMENT SAVINGS PLAN is 0.01%.

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