ORACLE CARIBBEAN 401K/1165(E)SAVINGS AND INVESTMENT PLAN TRUST

Plan Contact

  • Address: 250 AVE. MUNOZ RIVERA,,SAN JUAN,PR
  • Contact person: NELLY OTERO
  • Phone: (787) 999-3100

Plan General Information

ORACLE CARIBBEAN 401K/1165(E)SAVINGS AND INVESTMENT PLAN TRUST Total Retirement Plan Assets

At the end of 2016, the total retirement plan assets of ORACLE CARIBBEAN 401K/1165(E)SAVINGS AND INVESTMENT PLAN TRUST is $6,064,650.00.This plan was established in 1999.

ORACLE CARIBBEAN 401K/1165(E)SAVINGS AND INVESTMENT PLAN TRUST Total Number of Retirement Plan Participants

At the end of 2016, the total number of retirement plan participants in ORACLE CARIBBEAN 401K/1165(E)SAVINGS AND INVESTMENT PLAN TRUST is 145

ORACLE CARIBBEAN 401K/1165(E)SAVINGS AND INVESTMENT PLAN TRUST Average Participant Retirement Account Value

In 2016, the average participant retirement account value for ORACLE CARIBBEAN 401K/1165(E)SAVINGS AND INVESTMENT PLAN TRUST is $41,825.00

ORACLE CARIBBEAN 401K/1165(E)SAVINGS AND INVESTMENT PLAN TRUST Estimated Average Employee Contribution Amount

In 2016, the estimated average employee contribution amount per participant for ORACLE CARIBBEAN 401K/1165(E)SAVINGS AND INVESTMENT PLAN TRUST is $5,498.00.

ORACLE CARIBBEAN 401K/1165(E)SAVINGS AND INVESTMENT PLAN TRUST Estimated Average Employer Match

In 2016, the estimated average employer match for an employee in ORACLE CARIBBEAN 401K/1165(E)SAVINGS AND INVESTMENT PLAN TRUST is approximately $909.00
Investing in this additonal $909.00 for 20 years would give you extra $58,182.00, assuming a 10% annual return.

ORACLE CARIBBEAN 401K/1165(E)SAVINGS AND INVESTMENT PLAN TRUST Total Employer Contribution and Match Rate

In 2016, ORACLE CARIBBEAN 401K/1165(E)SAVINGS AND INVESTMENT PLAN TRUST allocates $131,819.00 to match its employees' contributions, providing an employer match rate of 33.07% of their contributions

ORACLE CARIBBEAN 401K/1165(E)SAVINGS AND INVESTMENT PLAN TRUST Total Retirement Plan Asset Growth Rate

In 2016, the total retirement plan asset growth rate of ORACLE CARIBBEAN 401K/1165(E)SAVINGS AND INVESTMENT PLAN TRUST is 9.49%.

ORACLE CARIBBEAN 401K/1165(E)SAVINGS AND INVESTMENT PLAN TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2016, the estimated aggregate retirement account investment gain/loss for ORACLE CARIBBEAN 401K/1165(E)SAVINGS AND INVESTMENT PLAN TRUST is 3.64%. This measures the effectiveness of the plan participants' investments in the year.

ORACLE CARIBBEAN 401K/1165(E)SAVINGS AND INVESTMENT PLAN TRUST Expense Ratio

In 2016, the investment and administrative expense ratio of ORACLE CARIBBEAN 401K/1165(E)SAVINGS AND INVESTMENT PLAN TRUST is 0.06%.

Enrollment Features

ORACLE CARIBBEAN 401K/1165(E)SAVINGS AND INVESTMENT PLAN TRUST 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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