Location | St. Louis, MO |
Asset Size | >$1B |
Number of Participants | 10,000 or More Participants |
Business | Utilities |
Participation rate | 91% |
Avg. deferral rate | 10.8% |
No. of funds offered | 12 |
Investment Review | Quarterly |
True-up feature | Yes |
Match Vesting Period | Immediate |
Eligibility | Immediate |
Default deferral rate | 6% |
Default investment | Institutional TDF |
Auto-escalation | Opt-out |
Systematic withdrawals | Yes |
Fee equalization | Yes |
Match Rate | 75% of first 6% of salary |
% receiving full match | 86% – 92% |
Max Employer Contribution | 4.5% |
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Financial education: | Â |
Saving/budgeting | x |
Investing strategies | x |
College saving | Â Â |
Credit/debt mgt | Â Â |
Tax/estate planning | Â Â |
Retiree health costs/savings options | Â Â |
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Recordkeeper | Fidelity Investments |