Essenita Health

Location Duluth, Minnesota
Asset Size $1.0 billion 
Number of Participants 16,404
Business Health Care
Participation Rate90%
Avg Deferral Rate6.70%
Number of Funds30
Investment ReviewQuarterly
Fee ReviewAnnually
Fee EqualizationYes
Auto-Enrollment Rate4%
Auto-Escalation Rate 1%
Default InvestmentTarget-date (index)
Ret Income OfferingOut-of-plan
Vesting PeriodImmediately
Match Rate 50% of first 4% of salary
% Receiving Full Match>90%
True-Up MatchYes
Financial Education 
Investing strategiesx
College savingx
Credit/debt mgmtx
Tax/estate planningx
Retiree health costs/savings optionsx
ProviderTransamerica Retirement Solutions
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