2015 Best in Class 401(k) Plans | Winner
National Futures Association
| Location | Chicago, Illinois |
| Asset Size | >$50 million – $200 million |
| Number of Participants | 100 – 499 |
| Business | Financial Services |
| Participation Rate | 97% |
| Avg Deferral Rate | 8.70% |
| Number of Funds | 25 |
| Investment Review | Quarterly |
| Fee Review | Annually |
| Fee Equalization | Unsure/Don’t know |
| Auto-Enrollment Rate | 6% |
| Auto-Escalation Rate | 1% |
| Re-Enrollment | No |
| Default Investment | Balanced fund |
| Ret Income Offering | None |
| Vesting Period | 3 years |
| Match Rate | 100% of first 6% of salary |
| % Receiving Full Match | >75% |
| True-Up Match | Yes |
| Financial Education | |
| Saving/budgeting | |
| Investing strategies | X |
| College saving | |
| Credit/debt mgmt | |
| Tax/estate planning | |
| Retiree health costs/savings options | |
| Provider | T. Rowe Price |
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