Location Purchase, New York
Asset Size $1.1 billion
Number of Participants 5,898
Business  Financial Services
Participation Rate93%
Avg Deferral Rate7.00%
Number of Funds10
Investment ReviewQuarterly
Fee Review3–5 years
Fee EqualizationNo
Auto-Enrollment Rate6%
Auto-Escalation Rate 1%
Default InvestmentTarget-risk fund
Ret Income OfferingOut-of-plan
Vesting Period4 years
Match Rate 125% of first 6% of salary
% receiving Full Match>90%
True-Up MatchNo
Financial Education 
Investing strategiesX
College savingX
Credit/debt mgmtX
Tax/estate planningX
Retiree health costs/savings optionsX
ProviderVoya Financial
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