AAA OREGON/IDAHO QUALIFIED EMPLOYEE SAVINGS PLAN

Overview

Plan Contact

  • Address: 600 SW MARKET ST,PORTLAND,OR
  • Contact person: VALERIE COLGROVE
  • Phone: (503) 222-6914

Plan General Information


At the end of 2022, the total retirement plan assets of AAA OREGON/IDAHO QUALIFIED EMPLOYEE SAVINGS PLAN is $37,621,385.This plan was established in 1984.

At the end of 2022, the total number of retirement plan participants in AAA OREGON/IDAHO QUALIFIED EMPLOYEE SAVINGS PLAN is 560

In 2022, the average participant retirement account value for AAA OREGON/IDAHO QUALIFIED EMPLOYEE SAVINGS PLAN is $67,181

In 2022, the estimated average employee contribution amount per participant for AAA OREGON/IDAHO QUALIFIED EMPLOYEE SAVINGS PLAN is $3,220

In 2022, the estimated average employer match for an employee in AAA OREGON/IDAHO QUALIFIED EMPLOYEE SAVINGS PLAN is approximately $3,133

In 2022, AAA OREGON/IDAHO QUALIFIED EMPLOYEE SAVINGS PLAN allocates $1,754,800 to match its employees’ contributions, providing an employer match rate of 91.58% of their contributions

In 2022, the total retirement plan asset growth rate of AAA OREGON/IDAHO QUALIFIED EMPLOYEE SAVINGS PLAN is -16.24%

In 2022, the estimated aggregate retirement account investment gain/loss for AAA OREGON/IDAHO QUALIFIED EMPLOYEE SAVINGS PLAN is -16.48%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of AAA OREGON/IDAHO QUALIFIED EMPLOYEE SAVINGS PLAN is 0.16%.

Enrollment Features

AAA OREGON/IDAHO QUALIFIED EMPLOYEE SAVINGS PLAN 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.