UNIVERSIDAD CARLOS ALBIZU SAVINGS & INVESTMENT PLA
Plan Contact
- Address: P. O. BOX 9023711,,SAN JUAN,PR
- Contact person: NANCY GONZALEZ ALFONSO
- Phone: (787) 725-6500
Plan General Information
UNIVERSIDAD CARLOS ALBIZU SAVINGS & INVESTMENT PLA Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of UNIVERSIDAD CARLOS ALBIZU SAVINGS & INVESTMENT PLA is $8,058,703.00.This plan was established in 1998.
UNIVERSIDAD CARLOS ALBIZU SAVINGS & INVESTMENT PLA Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in UNIVERSIDAD CARLOS ALBIZU SAVINGS & INVESTMENT PLA is 542
UNIVERSIDAD CARLOS ALBIZU SAVINGS & INVESTMENT PLA Average Participant Retirement Account Value
In 2023, the average participant retirement account value for UNIVERSIDAD CARLOS ALBIZU SAVINGS & INVESTMENT PLA is $14,868.00
UNIVERSIDAD CARLOS ALBIZU SAVINGS & INVESTMENT PLA Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for UNIVERSIDAD CARLOS ALBIZU SAVINGS & INVESTMENT PLA is $1,204.00.
UNIVERSIDAD CARLOS ALBIZU SAVINGS & INVESTMENT PLA Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in UNIVERSIDAD CARLOS ALBIZU SAVINGS & INVESTMENT PLA is approximately $865.00
Investing in this additonal $865.00 for 20 years would give you extra $55,417.00, assuming a 10% annual return.
Investing in this additonal $865.00 for 20 years would give you extra $55,417.00, assuming a 10% annual return.
UNIVERSIDAD CARLOS ALBIZU SAVINGS & INVESTMENT PLA Total Employer Contribution and Match Rate
In 2023, UNIVERSIDAD CARLOS ALBIZU SAVINGS & INVESTMENT PLA allocates $469,313.00 to match its employees' contributions, providing an employer match rate of 143.77% of their contributions
UNIVERSIDAD CARLOS ALBIZU SAVINGS & INVESTMENT PLA Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of UNIVERSIDAD CARLOS ALBIZU SAVINGS & INVESTMENT PLA is 20.79%.
UNIVERSIDAD CARLOS ALBIZU SAVINGS & INVESTMENT PLA Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for UNIVERSIDAD CARLOS ALBIZU SAVINGS & INVESTMENT PLA is 16.67%. This measures the effectiveness of the plan participants' investments in the year.
UNIVERSIDAD CARLOS ALBIZU SAVINGS & INVESTMENT PLA Expense Ratio
In 2023, the investment and administrative expense ratio of UNIVERSIDAD CARLOS ALBIZU SAVINGS & INVESTMENT PLA is 0.45%.
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