2016 Best in Class 401(k) Plans | Winner
Primerica
| Location | Duluth, GA |
| Asset Size | $50 million – $100 million |
| Number of Participants | 1,000 – 4,999 participants |
| Business | Financial Services |
| Participation rate | 85% |
| Avg. deferral rate | 7.7% |
| No. of funds offered | 17 |
| Investment Review | Quarterly |
| True-up Match | Yes |
| Match Vesting Period | Immediately |
| Eligibility | Immediately |
| Default deferral rate | 6% |
| Default investment | Retail TDF (Active) |
| Auto escalation | Opt-out |
| Ret. Income offering | None |
| Fee equalization | Considering |
| Match Rate | 100% of first 4% of salary, 50% of next 2% |
| % receiving full match | >45% |
| Max Employer Contribution | 11% |
| Financial education: | |
| Saving/budgeting | x |
| Investing strategies | x |
| College saving | x |
| Credit/debt mgt | |
| Tax/estate planning | |
| Retiree health costs/savings options | |
| Recordkeeper | Empower Retirement |
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