LocationPlano, TX
Asset Size$2.7 billion
Number of Participants10,000 or more participants
Business Telecommunications
Participation rate91%
Avg. deferral rate9.3%
No. of funds offered12
Investment ReviewQuarterly
True-up MatchYes
MatchVesting PeriodImmediately
EligibilityImmediately
Default deferral rate3%
Default investmentBalanced Fund
Auto escalationOpt-out
Ret. Income offeringIn-Plan
Fee equalizationYes
Match Rate100% of first 3%; 50% of next 2% of salary
% receiving full match>75%
Max Employer Contribution7%
  
Financial education: 
Saving/budgetingx
Investing strategiesx
College savingx
Credit/debt mgtx
Tax/estate planningx
Retiree health costs/savings optionsx
  
RecordkeeperEmpower Retirement
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