WATERFORD INSTITUTE, INC. DEFINED CONTRIBUTION RET
Plan Contact
- Address: 4246 SOUTH RIVERBOAT ROAD,TAYLORSVILLE,UT
- Contact person: TOM NESS
- Phone: (801) 349-2218
Plan General Information
WATERFORD INSTITUTE, INC. DEFINED CONTRIBUTION RET Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of WATERFORD INSTITUTE, INC. DEFINED CONTRIBUTION RET is $24,764,602.00.This plan was established in 1990.
WATERFORD INSTITUTE, INC. DEFINED CONTRIBUTION RET Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in WATERFORD INSTITUTE, INC. DEFINED CONTRIBUTION RET is 667
WATERFORD INSTITUTE, INC. DEFINED CONTRIBUTION RET Average Participant Retirement Account Value
In 2023, the average participant retirement account value for WATERFORD INSTITUTE, INC. DEFINED CONTRIBUTION RET is $37,128.00
WATERFORD INSTITUTE, INC. DEFINED CONTRIBUTION RET Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for WATERFORD INSTITUTE, INC. DEFINED CONTRIBUTION RET is $5,198.00.
WATERFORD INSTITUTE, INC. DEFINED CONTRIBUTION RET Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in WATERFORD INSTITUTE, INC. DEFINED CONTRIBUTION RET is approximately $1,651.00
Investing in this additonal $1,651.00 for 20 years would give you extra $105,691.00, assuming a 10% annual return.
Investing in this additonal $1,651.00 for 20 years would give you extra $105,691.00, assuming a 10% annual return.
WATERFORD INSTITUTE, INC. DEFINED CONTRIBUTION RET Total Employer Contribution and Match Rate
In 2023, WATERFORD INSTITUTE, INC. DEFINED CONTRIBUTION RET allocates $1,101,501.00 to match its employees' contributions, providing an employer match rate of 63.53% of their contributions
WATERFORD INSTITUTE, INC. DEFINED CONTRIBUTION RET Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of WATERFORD INSTITUTE, INC. DEFINED CONTRIBUTION RET is 20.45%.
WATERFORD INSTITUTE, INC. DEFINED CONTRIBUTION RET Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for WATERFORD INSTITUTE, INC. DEFINED CONTRIBUTION RET is 11.29%. This measures the effectiveness of the plan participants' investments in the year.
WATERFORD INSTITUTE, INC. DEFINED CONTRIBUTION RET Expense Ratio
In 2023, the investment and administrative expense ratio of WATERFORD INSTITUTE, INC. DEFINED CONTRIBUTION RET is 0.18%.
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