CliftonLarsonAllen LLP

Location Minneapolis, Minnesota
Asset Size $458 million
Number of Participants 4,699
Business  Professional Services
Participation Rate90%
Avg Deferral Rate7.70%
Number of Funds16
Investment ReviewQuarterly
Fee ReviewAnnually
Fee EqualizationNo
Auto-Enrollment Rate3%
Auto-Escalation Rate 1%
Re-EnrollmentNo
Default InvestmentTarget-date (index)
Ret Income OfferingNone
Vesting Period6 years
Match Rate 50% of first 4% of salary
% Receiving Full Match>75%
True-Up MatchYes
  
Financial Education 
Saving/budgetingx
Investing strategiesx
College savingx
Credit/debt mgmtx
Tax/estate planningx
Retiree health costs/savings optionsx
  
ProviderMilliman Inc.
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