OUP USA TAX DEFERRED ANNUITY PLAN
Plan Contact
- Address: 198 MADISON AVENUE,NEW YORK,NY
- Contact person: HEATHER HANKINSON
- Phone: (212) 726-6000
Plan General Information
OUP USA TAX DEFERRED ANNUITY PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of OUP USA TAX DEFERRED ANNUITY PLAN is $44,128,857.00.This plan was established in 1987.
OUP USA TAX DEFERRED ANNUITY PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in OUP USA TAX DEFERRED ANNUITY PLAN is 868
OUP USA TAX DEFERRED ANNUITY PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for OUP USA TAX DEFERRED ANNUITY PLAN is $50,839.00
OUP USA TAX DEFERRED ANNUITY PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for OUP USA TAX DEFERRED ANNUITY PLAN is $4,201.00.
OUP USA TAX DEFERRED ANNUITY PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in OUP USA TAX DEFERRED ANNUITY PLAN is approximately $1,922.00
Investing in this additonal $1,922.00 for 20 years would give you extra $123,064.00, assuming a 10% annual return.
Investing in this additonal $1,922.00 for 20 years would give you extra $123,064.00, assuming a 10% annual return.
OUP USA TAX DEFERRED ANNUITY PLAN Total Employer Contribution and Match Rate
In 2023, OUP USA TAX DEFERRED ANNUITY PLAN allocates $1,669,059.00 to match its employees' contributions, providing an employer match rate of 47.02% of their contributions
OUP USA TAX DEFERRED ANNUITY PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of OUP USA TAX DEFERRED ANNUITY PLAN is 2.92%.
OUP USA TAX DEFERRED ANNUITY PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for OUP USA TAX DEFERRED ANNUITY PLAN is -4.90%. This measures the effectiveness of the plan participants' investments in the year.
OUP USA TAX DEFERRED ANNUITY PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of OUP USA TAX DEFERRED ANNUITY PLAN is 0.16%.
Enrollment Features
OUP USA TAX DEFERRED ANNUITY 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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