CliftonLarsonAllen LLP

Location	Minneapolis, Minnesota
Asset Size	$458 million
Number of Participants	4,699
Business	Professional Services
Participation Rate	90%
Avg Deferral Rate	7.70%
Number of Funds	16
Investment Review	Quarterly
Fee Review	Annually
Fee Equalization	No
Auto-Enrollment Rate	3%
Auto-Escalation Rate	1%
Re-Enrollment	No
Default Investment	Target-date (index)
Ret Income Offering	None
Vesting Period	6 years
Match Rate	50% of first 4% of salary
% Receiving Full Match	>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	Milliman Inc.

subscribe