Lancaster General Health 401(k)*

Location	Lancaster, Pennsylvania
Asset Size	$6.2 million
Number of Participants	224
Business	Health Care
Participation Rate	90%
Avg Deferral Rate	8.30%
Number of Funds	19
Investment Review	Quarterly
Fee Review	Annually
Fee Equalization	Considering
Auto-Enrollment Rate	6%
Auto-Escalation Rate	1%
Re-Enrollment	No
Default Investment	Target-date (active)
Ret Income Offering	NR
Vesting Period	3 years
Match Rate	50% of first 6% 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	Fidelity Investments

*Lancaster General Health saw similar results within its 403(b) plan, which oversees $246 million in plan assets and covers 7,978 participants.

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