LocationThousand Oaks, CA
Asset SizeMore than $1 billion 
Number of Participants10,000 or more participants
Business Pharmaceuticals
Participation rate95%
Avg. deferral rate10.2%
No. of funds offered18
Investment ReviewQuarterly
True-up MatchYes
 Match Vesting PeriodImmediately
Default deferral rate5%
Default investmentManaged Account
Auto escalationOpt-out
Ret. Income offeringNone
Fee equalizationYes
Match Rate100% of first 5% of salary
% receiving full match>90%
Max Employer Contribution10%
Financial education: 
Investing strategiesx
College saving  
Credit/debt mgt  
Tax/estate planning  
Retiree health costs/savings optionsx
RecordkeeperBank of America Merrill Lynch
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