Essenita Health

Location	Duluth, Minnesota
Asset Size	$1.0 billion
Number of Participants	16,404
Business	Health Care
Participation Rate	90%
Avg Deferral Rate	6.70%
Number of Funds	30
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	Out-of-plan
Vesting Period	Immediately
Match Rate	50% of first 4% of salary
% Receiving Full Match	>90%
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	Transamerica Retirement Solutions

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