LocationArmonk, NY
Asset SizeMore than $1 billion 
Number of Participants10,000 or more participants
Business Technology
Participation rate91%
Avg. deferral rate9.5%
No. of funds offered20 primary, access to 165 mutual funds
Investment ReviewQuarterly
True-up MatchYes
MatchVesting PeriodImmediately
Default deferral rate5%
Default investmentCustom TDF
Auto escalationOpt-in
Ret. Income offeringOut-of-Plan
Fee equalizationYes
Match Rate6% to 10% depending on employee group
% receiving full match>75%
Max Employer Contribution6% to 10%
Financial education: 
Investing strategiesx
College savingx
Credit/debt mgtx
Tax/estate planningx
Retiree health costs/savings optionsx
RecordkeeperFidelity Investments
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