THE ECUMENICAL COMMUNITY

Plan Overview & Key Metrics

THE ECUMENICAL COMMUNITY is a defined contribution retirement plan offered by THE ECUMENICAL COMMUNITY. Below is a snapshot of the plan’s financial health, participant activity, and employer generosity based on publicly filed data. Use these metrics to benchmark your own contributions and see how this plan compares to peers.

THE ECUMENICAL COMMUNITY Total Retirement Plan Assets

At the end of 2019, the total retirement plan assets of THE ECUMENICAL COMMUNITY is $978,185.00.This plan was established in 2006.

THE ECUMENICAL COMMUNITY Total Number of Retirement Plan Participants

At the end of 2019, the total number of retirement plan participants in THE ECUMENICAL COMMUNITY is 157

THE ECUMENICAL COMMUNITY Average Participant Retirement Account Value

In 2019, the average participant retirement account value for THE ECUMENICAL COMMUNITY is $6,230.00

THE ECUMENICAL COMMUNITY Estimated Average Employee Contribution Amount

In 2019, the estimated average employee contribution amount per participant for THE ECUMENICAL COMMUNITY is $1,749.00.

THE ECUMENICAL COMMUNITY Estimated Average Employer Match

In 2019, the estimated average employer match for an employee in THE ECUMENICAL COMMUNITY is approximately $223.00
Investing in this additonal $223.00 for 20 years would give you extra $14,307.00, assuming a 10% annual return.

THE ECUMENICAL COMMUNITY Total Employer Contribution and Match Rate

In 2019, THE ECUMENICAL COMMUNITY allocates $35,099.00 to match its employees’ contributions, providing an employer match rate of 25.55% of their contributions

THE ECUMENICAL COMMUNITY Total Retirement Plan Asset Growth Rate

In 2019, the total retirement plan asset growth rate of THE ECUMENICAL COMMUNITY is 29.61%.

THE ECUMENICAL COMMUNITY Estimated Aggregate Retirement Account Investment Gain/Loss

In 2019, the estimated aggregate retirement account investment gain/loss for THE ECUMENICAL COMMUNITY is 18.42%. This measures the effectiveness of the plan participants’ investments in the year.

THE ECUMENICAL COMMUNITY Expense Ratio

In 2019, the investment and administrative expense ratio of THE ECUMENICAL COMMUNITY is 0.61%.

* Data are from public filings.

Plan Administrator & Contact

Need to reach the plan administrator, update beneficiaries, or request a distribution? Use the contact details below. If the plan uses an external recordkeeper (such as Fidelity, Vanguard, or Empower), their portal is typically the fastest way to manage your account day to day.

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Enrollment & Brokerage Features

The following features describe how THE ECUMENICAL COMMUNITY handles enrollment, default investments, and access to self-directed brokerage windows. Plans that offer auto-enrollment tend to have higher participation rates, and a brokerage window can give you access to investments beyond the plan’s core lineup.

THE ECUMENICAL COMMUNITY 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.

What Should You Do Next?

Your 401(k) is likely your single largest wealth-building tool. Here is how to make the most of THE ECUMENICAL COMMUNITY:

  1. Contribute enough to capture the full employer match. This is free money — see the match details on the Contribution & Match page.
  2. Review your investment allocation. Make sure your mix of stocks, bonds, and other assets matches your age and risk tolerance. Check available investment options.
  3. Keep your beneficiary designations current. Life events (marriage, divorce, children) mean your beneficiary form may need updating.
  4. Increase contributions over time. Even a 1% annual bump can add tens of thousands to your retirement balance over a career.

Use our 401(k) Savings Calculator to project how your current contribution rate translates into retirement wealth, or try the Asset Allocation Calculator to find an allocation that fits your risk profile.

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