SOUTHWESTERN UNIVERSITY REGULAR RETIREMENT PLAN FOR ALL EMPLOYEES
Plan Contact
- Address: 1001 E. UNIVERSITY AVENUE,,GEORGETOWN,TX
- Contact person: JENNIFER CHARLES
- Phone: (512) 863-1441
Plan General Information
SOUTHWESTERN UNIVERSITY REGULAR RETIREMENT PLAN FOR ALL EMPLOYEES Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of SOUTHWESTERN UNIVERSITY REGULAR RETIREMENT PLAN FOR ALL EMPLOYEES is $111,022,361.00.This plan was established in 1968.
SOUTHWESTERN UNIVERSITY REGULAR RETIREMENT PLAN FOR ALL EMPLOYEES Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in SOUTHWESTERN UNIVERSITY REGULAR RETIREMENT PLAN FOR ALL EMPLOYEES is 1085
SOUTHWESTERN UNIVERSITY REGULAR RETIREMENT PLAN FOR ALL EMPLOYEES Average Participant Retirement Account Value
In 2023, the average participant retirement account value for SOUTHWESTERN UNIVERSITY REGULAR RETIREMENT PLAN FOR ALL EMPLOYEES is $102,324.00
SOUTHWESTERN UNIVERSITY REGULAR RETIREMENT PLAN FOR ALL EMPLOYEES Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for SOUTHWESTERN UNIVERSITY REGULAR RETIREMENT PLAN FOR ALL EMPLOYEES is $1,521.00.
SOUTHWESTERN UNIVERSITY REGULAR RETIREMENT PLAN FOR ALL EMPLOYEES Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in SOUTHWESTERN UNIVERSITY REGULAR RETIREMENT PLAN FOR ALL EMPLOYEES is approximately $1,567.00
Investing in this additonal $1,567.00 for 20 years would give you extra $100,304.00, assuming a 10% annual return.
Investing in this additonal $1,567.00 for 20 years would give you extra $100,304.00, assuming a 10% annual return.
SOUTHWESTERN UNIVERSITY REGULAR RETIREMENT PLAN FOR ALL EMPLOYEES Total Employer Contribution and Match Rate
In 2023, SOUTHWESTERN UNIVERSITY REGULAR RETIREMENT PLAN FOR ALL EMPLOYEES allocates $1,700,477.00 to match its employees' contributions, providing an employer match rate of 102.89% of their contributions
SOUTHWESTERN UNIVERSITY REGULAR RETIREMENT PLAN FOR ALL EMPLOYEES Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of SOUTHWESTERN UNIVERSITY REGULAR RETIREMENT PLAN FOR ALL EMPLOYEES is 8.00%.
SOUTHWESTERN UNIVERSITY REGULAR RETIREMENT PLAN FOR ALL EMPLOYEES Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for SOUTHWESTERN UNIVERSITY REGULAR RETIREMENT PLAN FOR ALL EMPLOYEES is 12.18%. This measures the effectiveness of the plan participants' investments in the year.
SOUTHWESTERN UNIVERSITY REGULAR RETIREMENT PLAN FOR ALL EMPLOYEES Expense Ratio
In 2023, the investment and administrative expense ratio of SOUTHWESTERN UNIVERSITY REGULAR RETIREMENT PLAN FOR ALL EMPLOYEES is 0.01%.
Enrollment Features
SOUTHWESTERN UNIVERSITY REGULAR RETIREMENT PLAN FOR ALL EMPLOYEES 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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