LocationSeattle, WA
Asset Size$100 million – $200 million 
Number of Participants500 – 999 participants
Business Nonprofit
Participation rate95%
Avg. deferral rate9.0%
No. of funds offered20
Investment ReviewQuarterly
True-up MatchNo
Match Vesting Period1 year
Eligibility3 months
Default deferral rate3%
Default investmentRetail TDF (Active)
Auto escalationOpt-out
Ret. Income offeringIn-Plan/Out-of-Plan
Fee equalizationYes
Match Rate100% of first 2% of salary, 50% of next 4%
% receiving full match>50%-75%
Max Employer Contribution8%
  
Financial education: 
Saving/budgeting  
Investing strategiesx
College saving  
Credit/debt mgt  
Tax/estate planning  
Retiree health costs/savings options  
  
RecordkeeperT. Rowe Price
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