ROOSEVELT UNIVERSITY 401(A) UNIVERSITY RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS
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Plan General Information
ROOSEVELT UNIVERSITY 401(A) UNIVERSITY RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of ROOSEVELT UNIVERSITY 401(A) UNIVERSITY RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS is $79,696,345.00.This plan was established in 1989.
ROOSEVELT UNIVERSITY 401(A) UNIVERSITY RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in ROOSEVELT UNIVERSITY 401(A) UNIVERSITY RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS is 1018
ROOSEVELT UNIVERSITY 401(A) UNIVERSITY RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS Average Participant Retirement Account Value
In 2023, the average participant retirement account value for ROOSEVELT UNIVERSITY 401(A) UNIVERSITY RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS is $78,287.00
ROOSEVELT UNIVERSITY 401(A) UNIVERSITY RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in ROOSEVELT UNIVERSITY 401(A) UNIVERSITY RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS is approximately $215.00
Investing in this additonal $215.00 for 20 years would give you extra $13,782.00, assuming a 10% annual return.
Investing in this additonal $215.00 for 20 years would give you extra $13,782.00, assuming a 10% annual return.
ROOSEVELT UNIVERSITY 401(A) UNIVERSITY RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of ROOSEVELT UNIVERSITY 401(A) UNIVERSITY RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS is 2.84%.
ROOSEVELT UNIVERSITY 401(A) UNIVERSITY RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for ROOSEVELT UNIVERSITY 401(A) UNIVERSITY RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS is 8.90%. This measures the effectiveness of the plan participants' investments in the year.
ROOSEVELT UNIVERSITY 401(A) UNIVERSITY RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS Expense Ratio
In 2023, the investment and administrative expense ratio of ROOSEVELT UNIVERSITY 401(A) UNIVERSITY RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS is 0.17%.
Enrollment Features
ROOSEVELT UNIVERSITY 401(A) UNIVERSITY RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
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