THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS

Plan Contact

  • Address: 110 N. MAIN STREET 11TH FLOOR EAST,DAYTON,OH
  • Phone: (937) 499-5417

Plan General Information

THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS is $227,674,027.00.This plan was established in 2008.

THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS is 12948

THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS Average Participant Retirement Account Value

In 2023, the average participant retirement account value for THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS is $17,583.00

THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS is approximately $603.00
Investing in this additonal $603.00 for 20 years would give you extra $38,653.00, assuming a 10% annual return.

THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS is 12.90%.

THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS is 19.08%. This measures the effectiveness of the plan participants' investments in the year.

THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS Expense Ratio

In 2023, the investment and administrative expense ratio of THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS is 0.21%.

Enrollment Features

THE EMPLOYER RETIREMENT SAVINGS PLAN- PREMIER HEALTH PARTNERS 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.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …