National Futures Association

Location Chicago, Illinois
Asset Size >$50 million – $200 million 
Number of Participants  100 – 499
Business Financial Services
Participation Rate97%
Avg Deferral Rate8.70%
Number of Funds25
Investment ReviewQuarterly
Fee ReviewAnnually
Fee EqualizationUnsure/Don’t know
Auto-Enrollment Rate6%
Auto-Escalation Rate 1%
Re-EnrollmentNo
Default InvestmentBalanced fund
Ret Income OfferingNone
Vesting Period3 years
Match Rate 100% of first 6% of salary
% Receiving Full Match>75%
True-Up MatchYes
  
Financial Education 
Saving/budgeting 
Investing strategiesX
College saving 
Credit/debt mgmt 
Tax/estate planning 
Retiree health costs/savings options 
  
ProviderT. Rowe Price
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