TALBERT HOUSE 403(B) PLAN

At the end of 2021, the total retirement plan assets of TALBERT HOUSE 403(B) PLAN is $27,133,156.This plan was established in 2022.

At the end of 2021, the total number of retirement plan participants in TALBERT HOUSE 403(B) PLAN is 1245

In 2021, the average participant retirement account value for TALBERT HOUSE 403(B) PLAN is $21,793

In 2021, the estimated average employee contribution amount per participant for TALBERT HOUSE 403(B) PLAN is $1,621

In 2021, the estimated average employer match for an employee in TALBERT HOUSE 403(B) PLAN is approximately $671

In 2021, TALBERT HOUSE 403(B) PLAN allocates $835,860 to match its employees’ contributions, providing an employer match rate of 41.42% of their contributions

In 2021, the total retirement plan asset growth rate of TALBERT HOUSE 403(B) PLAN is 15.42%

In 2021, the estimated aggregate retirement account investment gain/loss for TALBERT HOUSE 403(B) PLAN is 12.18%. This measures the effectiveness of the plan participants’ investments in the year.

In 2021, the investment and administrative expense ratio of TALBERT HOUSE 403(B) PLAN is 0.69%.

Enrollment Features

TALBERT HOUSE 403(B) 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.