AUA TAX SHELTERED ANNUITY PLAN

At the end of 2022, the total retirement plan assets of AUA TAX SHELTERED ANNUITY PLAN is $17,868,795.This plan was established in 1995.

At the end of 2022, the total number of retirement plan participants in AUA TAX SHELTERED ANNUITY PLAN is 195

In 2022, the average participant retirement account value for AUA TAX SHELTERED ANNUITY PLAN is $91,634

In 2022, the estimated average employee contribution amount per participant for AUA TAX SHELTERED ANNUITY PLAN is $5,840

In 2022, the estimated average employer match for an employee in AUA TAX SHELTERED ANNUITY PLAN is approximately $1,376

In 2022, AUA TAX SHELTERED ANNUITY PLAN allocates $268,404 to match its employees’ contributions, providing an employer match rate of 23.93% of their contributions

In 2022, the total retirement plan asset growth rate of AUA TAX SHELTERED ANNUITY PLAN is -19.07%

In 2022, the estimated aggregate retirement account investment gain/loss for AUA TAX SHELTERED ANNUITY PLAN is -18.04%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of AUA TAX SHELTERED ANNUITY PLAN is 0.26%.

Enrollment Features

AUA TAX SHELTERED ANNUITY 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.