PHOENIX PROTECTIVE 401(K) PLAN

At the end of 2022, the total retirement plan assets of PHOENIX PROTECTIVE 401(K) PLAN is $849,689.This plan was established in 2006.

At the end of 2022, the total number of retirement plan participants in PHOENIX PROTECTIVE 401(K) PLAN is 303

In 2022, the average participant retirement account value for PHOENIX PROTECTIVE 401(K) PLAN is $2,804

In 2022, the estimated average employee contribution amount per participant for PHOENIX PROTECTIVE 401(K) PLAN is $553

In 2022, the estimated average employer match for an employee in PHOENIX PROTECTIVE 401(K) PLAN is approximately $388

In 2022, PHOENIX PROTECTIVE 401(K) PLAN allocates $117,679 to match its employees’ contributions, providing an employer match rate of 69.31% of their contributions

In 2022, the total retirement plan asset growth rate of PHOENIX PROTECTIVE 401(K) PLAN is -6.93%

In 2022, the estimated aggregate retirement account investment gain/loss for PHOENIX PROTECTIVE 401(K) PLAN is -15.80%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of PHOENIX PROTECTIVE 401(K) PLAN is 0.69%.

Enrollment Features

PHOENIX PROTECTIVE 401(K) PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.