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ROBERTS WESLEYAN COLLEGE RETIREMENT PLAN

Plan Contact

  • Address: 2301 WESTSIDE DR,ROCHESTER,NY
  • Contact person: LAURIE LEO
  • Phone: (585) 594-6838

Plan General Information

ROBERTS WESLEYAN COLLEGE RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2021, the total retirement plan assets of ROBERTS WESLEYAN COLLEGE RETIREMENT PLAN is $46,844,729.00.This plan was established in 2022.

ROBERTS WESLEYAN COLLEGE RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2021, the total number of retirement plan participants in ROBERTS WESLEYAN COLLEGE RETIREMENT PLAN is 534

ROBERTS WESLEYAN COLLEGE RETIREMENT PLAN Average Participant Retirement Account Value

In 2021, the average participant retirement account value for ROBERTS WESLEYAN COLLEGE RETIREMENT PLAN is $87,724.00

ROBERTS WESLEYAN COLLEGE RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2021, the estimated average employee contribution amount per participant for ROBERTS WESLEYAN COLLEGE RETIREMENT PLAN is $2,248.00.

ROBERTS WESLEYAN COLLEGE RETIREMENT PLAN Estimated Average Employer Match

In 2021, the estimated average employer match for an employee in ROBERTS WESLEYAN COLLEGE RETIREMENT PLAN is approximately $233.00
Investing in this additonal $233.00 for 20 years would give you extra $14,952.00, assuming a 10% annual return.

ROBERTS WESLEYAN COLLEGE RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2021, ROBERTS WESLEYAN COLLEGE RETIREMENT PLAN allocates $124,760.00 to match its employees' contributions, providing an employer match rate of 10.39% of their contributions

ROBERTS WESLEYAN COLLEGE RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2021, the total retirement plan asset growth rate of ROBERTS WESLEYAN COLLEGE RETIREMENT PLAN is 4.30%.

ROBERTS WESLEYAN COLLEGE RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2021, the estimated aggregate retirement account investment gain/loss for ROBERTS WESLEYAN COLLEGE RETIREMENT PLAN is 12.45%. This measures the effectiveness of the plan participants' investments in the year.

ROBERTS WESLEYAN COLLEGE RETIREMENT PLAN Expense Ratio

In 2021, the investment and administrative expense ratio of ROBERTS WESLEYAN COLLEGE RETIREMENT PLAN is 0.27%.

Enrollment Features

ROBERTS WESLEYAN COLLEGE RETIREMENT PLAN 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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