MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU

Plan Overview & Key Metrics

MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU is a defined contribution retirement plan offered by MUNSON WILLIAMS PROCTOR INSTITUTE. Below is a snapshot of the plan’s financial health, participant activity, and employer generosity based on publicly filed data. Use these metrics to benchmark your own contributions and see how this plan compares to peers.

MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU Total Retirement Plan Assets

At the end of 2015, the total retirement plan assets of MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU is $11,492,216.00.This plan was established in 1989.

MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU Total Number of Retirement Plan Participants

At the end of 2015, the total number of retirement plan participants in MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU is 245

MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU Average Participant Retirement Account Value

In 2015, the average participant retirement account value for MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU is $46,907.00

MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU Estimated Average Employee Contribution Amount

In 2015, the estimated average employee contribution amount per participant for MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU is $1,008.00.

MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU Estimated Average Employer Match

In 2015, the estimated average employer match for an employee in MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU is approximately $825.00
Investing in this additonal $825.00 for 20 years would give you extra $52,814.00, assuming a 10% annual return.

MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU Total Employer Contribution and Match Rate

In 2015, MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU allocates $202,179.00 to match its employees’ contributions, providing an employer match rate of 163.68% of their contributions

MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU Total Retirement Plan Asset Growth Rate

In 2015, the total retirement plan asset growth rate of MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU is 1.46%.

MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU Estimated Aggregate Retirement Account Investment Gain/Loss

In 2015, the estimated aggregate retirement account investment gain/loss for MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU is 1.47%. This measures the effectiveness of the plan participants’ investments in the year.

MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU Expense Ratio

In 2015, the investment and administrative expense ratio of MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU is 0.00%.

* Data are from public filings.

Plan Administrator & Contact

Need to reach the plan administrator, update beneficiaries, or request a distribution? Use the contact details below. If the plan uses an external recordkeeper (such as Fidelity, Vanguard, or Empower), their portal is typically the fastest way to manage your account day to day.

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Enrollment & Brokerage Features

The following features describe how MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU handles enrollment, default investments, and access to self-directed brokerage windows. Plans that offer auto-enrollment tend to have higher participation rates, and a brokerage window can give you access to investments beyond the plan’s core lineup.

MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU has the following features:
    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.

What Should You Do Next?

Your 401(k) is likely your single largest wealth-building tool. Here is how to make the most of MUNSON WILLIAMS PROCTOR INSTITUTE DEFINED CONTRIBU:

  1. Contribute enough to capture the full employer match. This is free money — see the match details on the Contribution & Match page.
  2. Review your investment allocation. Make sure your mix of stocks, bonds, and other assets matches your age and risk tolerance. Check available investment options.
  3. Keep your beneficiary designations current. Life events (marriage, divorce, children) mean your beneficiary form may need updating.
  4. Increase contributions over time. Even a 1% annual bump can add tens of thousands to your retirement balance over a career.

Use our 401(k) Savings Calculator to project how your current contribution rate translates into retirement wealth, or try the Asset Allocation Calculator to find an allocation that fits your risk profile.

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