VCE Company, LLC

LocationMarlborough, MA
Asset Size>$80 million 
Number of Participants1,000 – 4,999 participants
Business Technology
Participation rate96%
Avg. deferral rate8.5%
No. of funds offered16
Investment ReviewQuarterly
True-up MatchYes
Match Vesting PeriodImmediately
EligibilityImmediately
Default deferral rate6%
Default investmentRetail TDF (Index)
Auto escalationOpt-in
Ret. Income offeringNone
Fee equalizationNo
Match Rate100% of first 6% of salary
% receiving full match>25%-50%
Max Employer Contribution6%
  
Financial education: 
Saving/budgetingx
Investing strategiesx
College savingx
Credit/debt mgt 
Tax/estate planningx
Retiree health costs/savings options 
  
RecordkeeperFidelity Investments
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