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STEVENS AVIATION, INC. 401(K) SAVINGS AND RETIREMENT PLAN

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Plan General Information

STEVENS AVIATION, INC. 401(K) SAVINGS AND RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2017, the total retirement plan assets of STEVENS AVIATION, INC. 401(K) SAVINGS AND RETIREMENT PLAN is $13,065,545.00.This plan was established in 1989.

STEVENS AVIATION, INC. 401(K) SAVINGS AND RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2017, the total number of retirement plan participants in STEVENS AVIATION, INC. 401(K) SAVINGS AND RETIREMENT PLAN is 473

STEVENS AVIATION, INC. 401(K) SAVINGS AND RETIREMENT PLAN Average Participant Retirement Account Value

In 2017, the average participant retirement account value for STEVENS AVIATION, INC. 401(K) SAVINGS AND RETIREMENT PLAN is $27,622.00

STEVENS AVIATION, INC. 401(K) SAVINGS AND RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2017, the estimated average employee contribution amount per participant for STEVENS AVIATION, INC. 401(K) SAVINGS AND RETIREMENT PLAN is $2,479.00.

STEVENS AVIATION, INC. 401(K) SAVINGS AND RETIREMENT PLAN Estimated Average Employer Match

In 2017, the estimated average employer match for an employee in STEVENS AVIATION, INC. 401(K) SAVINGS AND RETIREMENT PLAN is approximately $500.00
Investing in this additonal $500.00 for 20 years would give you extra $32,045.00, assuming a 10% annual return.

STEVENS AVIATION, INC. 401(K) SAVINGS AND RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2017, STEVENS AVIATION, INC. 401(K) SAVINGS AND RETIREMENT PLAN allocates $236,835.00 to match its employees' contributions, providing an employer match rate of 40.39% of their contributions

STEVENS AVIATION, INC. 401(K) SAVINGS AND RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2017, the total retirement plan asset growth rate of STEVENS AVIATION, INC. 401(K) SAVINGS AND RETIREMENT PLAN is 4.74%.

STEVENS AVIATION, INC. 401(K) SAVINGS AND RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2017, the estimated aggregate retirement account investment gain/loss for STEVENS AVIATION, INC. 401(K) SAVINGS AND RETIREMENT PLAN is 14.24%. This measures the effectiveness of the plan participants' investments in the year.

STEVENS AVIATION, INC. 401(K) SAVINGS AND RETIREMENT PLAN Expense Ratio

In 2017, the investment and administrative expense ratio of STEVENS AVIATION, INC. 401(K) SAVINGS AND RETIREMENT PLAN is 0.66%.

Enrollment Features

STEVENS AVIATION, INC. 401(K) SAVINGS AND 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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