BlackRock, Inc.

Location	New York, New York
Asset Size	$1.57 billion
Number of Participants	8,900
Business	Financial Services
Participation Rate	97%
Avg Deferral Rate	9.00%
# of Funds	17
Investment Review	Quarterly
Fee Review	Annually
Fee Equalization	Yes
Auto-Enrollment Rate	4%
Auto-Escalation Rate	1%
Re-enrollment	No
Default Investment	Target-date (index)
Ret Income Offering	None
Vesting Period	3 years
Match Rate	50% of first 8% of salary; $5,000 maximum
% Receiving Full Match	>50%–75%
True-Up Match	Yes

Financial Education
Saving/budgeting	x
Investing strategies	x
College saving	x
Credit/debt mgmt	x
Tax/estate planning	x
Retiree health costs/savings options	x

Provider	Bank of America Merrill Lynch

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