MasterCard

Location	Purchase, New York
Asset Size	$1.1 billion
Number of Participants	5,898
Business	Financial Services
Participation Rate	93%
Avg Deferral Rate	7.00%
Number of Funds	10
Investment Review	Quarterly
Fee Review	3–5 years
Fee Equalization	No
Auto-Enrollment Rate	6%
Auto-Escalation Rate	1%
Re-Enrollment	No
Default Investment	Target-risk fund
Ret Income Offering	Out-of-plan
Vesting Period	4 years
Match Rate	125% of first 6% of salary
% receiving Full Match	>90%
True-Up Match	No

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	Voya Financial

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