OPEN EXCHANGE, INC. 401(K) PLAN

Plan Contact

  • Address: 6 LIBERTY SQUARE, #2272,BOSTON,MA
  • Contact person: MARK LOEHR
  • Phone: (475) 207-3384

Plan General Information

OPEN EXCHANGE, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of OPEN EXCHANGE, INC. 401(K) PLAN is $5,978,093.00.This plan was established in 2018.

OPEN EXCHANGE, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in OPEN EXCHANGE, INC. 401(K) PLAN is 245

OPEN EXCHANGE, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2022, the average participant retirement account value for OPEN EXCHANGE, INC. 401(K) PLAN is $24,400.00

OPEN EXCHANGE, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for OPEN EXCHANGE, INC. 401(K) PLAN is $4,957.00.

OPEN EXCHANGE, INC. 401(K) PLAN Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in OPEN EXCHANGE, INC. 401(K) PLAN is approximately $2,686.00
Investing in this additonal $2,686.00 for 20 years would give you extra $171,912.00, assuming a 10% annual return.

OPEN EXCHANGE, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2022, OPEN EXCHANGE, INC. 401(K) PLAN allocates $658,103.00 to match its employees' contributions, providing an employer match rate of 54.52% of their contributions

OPEN EXCHANGE, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of OPEN EXCHANGE, INC. 401(K) PLAN is 13.80%.

OPEN EXCHANGE, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for OPEN EXCHANGE, INC. 401(K) PLAN is 3.09%. This measures the effectiveness of the plan participants' investments in the year.

OPEN EXCHANGE, INC. 401(K) PLAN Expense Ratio

In 2022, the investment and administrative expense ratio of OPEN EXCHANGE, INC. 401(K) PLAN is 0.12%.

Enrollment Features

OPEN EXCHANGE, INC. 401(K) PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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