UNIVERSITY OF MARYLAND CAPITAL REGION HEALTH RETIR

Plan Contact

  • Address: COMPENSATION AND BENEFITS COMMITTEE,,LINTHICUM,MD
  • Contact person: GEORGE SAMUEL
  • Phone: (301) 618-2260

Plan General Information

UNIVERSITY OF MARYLAND CAPITAL REGION HEALTH RETIR Total Retirement Plan Assets

At the end of 2019, the total retirement plan assets of UNIVERSITY OF MARYLAND CAPITAL REGION HEALTH RETIR is $128,883,953.00.This plan was established in 2008.

UNIVERSITY OF MARYLAND CAPITAL REGION HEALTH RETIR Total Number of Retirement Plan Participants

At the end of 2019, the total number of retirement plan participants in UNIVERSITY OF MARYLAND CAPITAL REGION HEALTH RETIR is 3491

UNIVERSITY OF MARYLAND CAPITAL REGION HEALTH RETIR Average Participant Retirement Account Value

In 2019, the average participant retirement account value for UNIVERSITY OF MARYLAND CAPITAL REGION HEALTH RETIR is $36,918.00

UNIVERSITY OF MARYLAND CAPITAL REGION HEALTH RETIR Estimated Average Employee Contribution Amount

In 2019, the estimated average employee contribution amount per participant for UNIVERSITY OF MARYLAND CAPITAL REGION HEALTH RETIR is $4,344.00.

UNIVERSITY OF MARYLAND CAPITAL REGION HEALTH RETIR Estimated Average Employer Match

In 2019, the estimated average employer match for an employee in UNIVERSITY OF MARYLAND CAPITAL REGION HEALTH RETIR is approximately $1,300.00
Investing in this additonal $1,300.00 for 20 years would give you extra $83,206.00, assuming a 10% annual return.

UNIVERSITY OF MARYLAND CAPITAL REGION HEALTH RETIR Total Employer Contribution and Match Rate

In 2019, UNIVERSITY OF MARYLAND CAPITAL REGION HEALTH RETIR allocates $4,538,630.00 to match its employees' contributions, providing an employer match rate of 59.85% of their contributions

UNIVERSITY OF MARYLAND CAPITAL REGION HEALTH RETIR Total Retirement Plan Asset Growth Rate

In 2019, the total retirement plan asset growth rate of UNIVERSITY OF MARYLAND CAPITAL REGION HEALTH RETIR is 21.63%.

UNIVERSITY OF MARYLAND CAPITAL REGION HEALTH RETIR Estimated Aggregate Retirement Account Investment Gain/Loss

In 2019, the estimated aggregate retirement account investment gain/loss for UNIVERSITY OF MARYLAND CAPITAL REGION HEALTH RETIR is 21.03%. This measures the effectiveness of the plan participants' investments in the year.

UNIVERSITY OF MARYLAND CAPITAL REGION HEALTH RETIR Expense Ratio

In 2019, the investment and administrative expense ratio of UNIVERSITY OF MARYLAND CAPITAL REGION HEALTH RETIR is 0.15%.

Enrollment Features

UNIVERSITY OF MARYLAND CAPITAL REGION HEALTH RETIR 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.


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 …