LocationAlexandria, VA
Asset Size$38 million 
Number of Participants500 – 999 participants
Business Consulting
Participation rate84%
Avg. deferral rate7.3%
No. of funds offered18
Investment ReviewQuarterly
True-up MatchNo
Match Vesting PeriodImmediately
Eligibility< 3 months
Default deferral rate3%
Default investmentManaged Account
Auto escalationOpt-in
Ret. Income offeringNone
Fee equalizationYes
Match Rate50% of first 6% of salary
% receiving full match>50%-75%
Max Employer Contribution3%
Financial education: 
Investing strategiesx
College savingx
Credit/debt mgtx
Tax/estate planning 
Retiree health costs/savings optionsx
RecordkeeperBank of America Merrill Lynch
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