OCEAN REEF CLUB EE SAV. & RET. PLAN

Plan Contact

  • Address: 35 OCEAN REEF DR STE 200,KEY LARGO,FL
  • Contact person: FORD FRANKLIN
  • Phone: (305) 367-5950

Plan General Information

OCEAN REEF CLUB EE SAV. & RET. PLAN Total Retirement Plan Assets

At the end of 2016, the total retirement plan assets of OCEAN REEF CLUB EE SAV. & RET. PLAN is $19,552,795.00.This plan was established in 1995.

OCEAN REEF CLUB EE SAV. & RET. PLAN Total Number of Retirement Plan Participants

At the end of 2016, the total number of retirement plan participants in OCEAN REEF CLUB EE SAV. & RET. PLAN is 737

OCEAN REEF CLUB EE SAV. & RET. PLAN Average Participant Retirement Account Value

In 2016, the average participant retirement account value for OCEAN REEF CLUB EE SAV. & RET. PLAN is $26,530.00

OCEAN REEF CLUB EE SAV. & RET. PLAN Estimated Average Employee Contribution Amount

In 2016, the estimated average employee contribution amount per participant for OCEAN REEF CLUB EE SAV. & RET. PLAN is $4,466.00.

OCEAN REEF CLUB EE SAV. & RET. PLAN Estimated Average Employer Match

In 2016, the estimated average employer match for an employee in OCEAN REEF CLUB EE SAV. & RET. PLAN is approximately $808.00
Investing in this additonal $808.00 for 20 years would give you extra $51,746.00, assuming a 10% annual return.

OCEAN REEF CLUB EE SAV. & RET. PLAN Total Employer Contribution and Match Rate

In 2016, OCEAN REEF CLUB EE SAV. & RET. PLAN allocates $595,889.00 to match its employees' contributions, providing an employer match rate of 36.21% of their contributions

OCEAN REEF CLUB EE SAV. & RET. PLAN Total Retirement Plan Asset Growth Rate

In 2016, the total retirement plan asset growth rate of OCEAN REEF CLUB EE SAV. & RET. PLAN is 5.47%.

OCEAN REEF CLUB EE SAV. & RET. PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2016, the estimated aggregate retirement account investment gain/loss for OCEAN REEF CLUB EE SAV. & RET. PLAN is 6.38%. This measures the effectiveness of the plan participants' investments in the year.

OCEAN REEF CLUB EE SAV. & RET. PLAN Expense Ratio

In 2016, the investment and administrative expense ratio of OCEAN REEF CLUB EE SAV. & RET. PLAN is 0.15%.

Enrollment Features

OCEAN REEF CLUB EE SAV. & RET. 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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