Syncora Guarantee Services Inc.

Location	New York, NY
Asset Size	$25 million – $50 million
Number of Participants	50 – 99 participants
Business	Insurance
Participation rate	95%
Avg. deferral rate	8.5%
No. of funds offered	15
Investment Review	Quarterly
True-up Match	Yes
Match Vesting Period	Immediately
Eligibility	Immediately
Default deferral rate	3%
Default investment	Retail TDF (Index)
Auto escalation	Opt-out
Ret. Income offering	None
Fee equalization	Considering
Match Rate	150% of 5% of salary/bonus if defer 1%+
% receiving full match	>90%
Max Employer Contribution	10.5%

Financial education:
Saving/budgeting
Investing strategies	x
College saving
Credit/debt mgt
Tax/estate planning
Retiree health costs/savings options	x

Recordkeeper	Empower Retirement

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