UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY
Plan Contact
- Address: 5000 N. WILLAMETTE BLVD.,PORTLAND,OR
- Contact person: ERIC BARGER
- Phone: (503) 943-7337
Plan General Information
UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY is $223,277,913.00.This plan was established in 1960.
UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY is 1574
UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY Average Participant Retirement Account Value
In 2023, the average participant retirement account value for UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY is $141,853.00
UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY is $2,521.00.
UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY is approximately $2,126.00
Investing in this additonal $2,126.00 for 20 years would give you extra $136,111.00, assuming a 10% annual return.
Investing in this additonal $2,126.00 for 20 years would give you extra $136,111.00, assuming a 10% annual return.
UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY Total Employer Contribution and Match Rate
In 2023, UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY allocates $3,347,502.00 to match its employees' contributions, providing an employer match rate of 86.76% of their contributions
UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY is -0.70%.
UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY is 1.49%. This measures the effectiveness of the plan participants' investments in the year.
UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY Expense Ratio
In 2023, the investment and administrative expense ratio of UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY is 0.03%.
Enrollment Features
UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY 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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