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OPPORTUNITY INTERNATIONAL EMPLOYEES' 403(B) PROGRAM

Plan Contact

  • Address: 101 N WACKER DRIVE,,CHICAGO,IL
  • Contact person: LAURA HOLLIS
  • Phone: (312) 487-5000

Plan General Information

OPPORTUNITY INTERNATIONAL EMPLOYEES' 403(B) PROGRAM Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of OPPORTUNITY INTERNATIONAL EMPLOYEES' 403(B) PROGRAM is $14,518,264.00.This plan was established in 1982.

OPPORTUNITY INTERNATIONAL EMPLOYEES' 403(B) PROGRAM Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in OPPORTUNITY INTERNATIONAL EMPLOYEES' 403(B) PROGRAM is 126

OPPORTUNITY INTERNATIONAL EMPLOYEES' 403(B) PROGRAM Average Participant Retirement Account Value

In 2022, the average participant retirement account value for OPPORTUNITY INTERNATIONAL EMPLOYEES' 403(B) PROGRAM is $115,224.00

OPPORTUNITY INTERNATIONAL EMPLOYEES' 403(B) PROGRAM Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for OPPORTUNITY INTERNATIONAL EMPLOYEES' 403(B) PROGRAM is $5,137.00.

OPPORTUNITY INTERNATIONAL EMPLOYEES' 403(B) PROGRAM Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in OPPORTUNITY INTERNATIONAL EMPLOYEES' 403(B) PROGRAM is approximately $3,658.00
Investing in this additonal $3,658.00 for 20 years would give you extra $234,117.00, assuming a 10% annual return.

OPPORTUNITY INTERNATIONAL EMPLOYEES' 403(B) PROGRAM Total Employer Contribution and Match Rate

In 2022, OPPORTUNITY INTERNATIONAL EMPLOYEES' 403(B) PROGRAM allocates $460,919.00 to match its employees' contributions, providing an employer match rate of 70.64% of their contributions

OPPORTUNITY INTERNATIONAL EMPLOYEES' 403(B) PROGRAM Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of OPPORTUNITY INTERNATIONAL EMPLOYEES' 403(B) PROGRAM is -19.42%.

OPPORTUNITY INTERNATIONAL EMPLOYEES' 403(B) PROGRAM Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for OPPORTUNITY INTERNATIONAL EMPLOYEES' 403(B) PROGRAM is -15.03%. This measures the effectiveness of the plan participants' investments in the year.

OPPORTUNITY INTERNATIONAL EMPLOYEES' 403(B) PROGRAM Expense Ratio

In 2022, the investment and administrative expense ratio of OPPORTUNITY INTERNATIONAL EMPLOYEES' 403(B) PROGRAM is 0.39%.

Enrollment Features

OPPORTUNITY INTERNATIONAL EMPLOYEES' 403(B) 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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