OGLETHORPE UNIVERSITY 403(B) RETIREMENT PROGRAM
Plan Contact
- Address: 4484 PEACHTREE ROAD NE,ATLANTA,GA
- Contact person: PETE STOBIE
- Phone: (404) 364-8321
Plan General Information
OGLETHORPE UNIVERSITY 403(B) RETIREMENT PROGRAM Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of OGLETHORPE UNIVERSITY 403(B) RETIREMENT PROGRAM is $36,977,837.00.This plan was established in 1961.
OGLETHORPE UNIVERSITY 403(B) RETIREMENT PROGRAM Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in OGLETHORPE UNIVERSITY 403(B) RETIREMENT PROGRAM is 536
OGLETHORPE UNIVERSITY 403(B) RETIREMENT PROGRAM Average Participant Retirement Account Value
In 2023, the average participant retirement account value for OGLETHORPE UNIVERSITY 403(B) RETIREMENT PROGRAM is $68,988.00
OGLETHORPE UNIVERSITY 403(B) RETIREMENT PROGRAM Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for OGLETHORPE UNIVERSITY 403(B) RETIREMENT PROGRAM is $2,525.00.
OGLETHORPE UNIVERSITY 403(B) RETIREMENT PROGRAM Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in OGLETHORPE UNIVERSITY 403(B) RETIREMENT PROGRAM is approximately $1,643.00
Investing in this additonal $1,643.00 for 20 years would give you extra $105,161.00, assuming a 10% annual return.
Investing in this additonal $1,643.00 for 20 years would give you extra $105,161.00, assuming a 10% annual return.
OGLETHORPE UNIVERSITY 403(B) RETIREMENT PROGRAM Total Employer Contribution and Match Rate
In 2023, OGLETHORPE UNIVERSITY 403(B) RETIREMENT PROGRAM allocates $880,730.00 to match its employees' contributions, providing an employer match rate of 67.98% of their contributions
OGLETHORPE UNIVERSITY 403(B) RETIREMENT PROGRAM Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of OGLETHORPE UNIVERSITY 403(B) RETIREMENT PROGRAM is 12.69%.
OGLETHORPE UNIVERSITY 403(B) RETIREMENT PROGRAM Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for OGLETHORPE UNIVERSITY 403(B) RETIREMENT PROGRAM is 15.38%. This measures the effectiveness of the plan participants' investments in the year.
OGLETHORPE UNIVERSITY 403(B) RETIREMENT PROGRAM Expense Ratio
In 2023, the investment and administrative expense ratio of OGLETHORPE UNIVERSITY 403(B) RETIREMENT PROGRAM is 0.12%.
Enrollment Features
OGLETHORPE UNIVERSITY 403(B) RETIREMENT PROGRAM 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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