The Beck Group

LocationDallas, TX
Asset Size>$100MM – $200MM
Number of Participants500 – 999 Participants
BusinessConstruction/Architecture
Participation rate94%
Avg. deferral rate8.4%
No. of funds offered24
Investment ReviewQuarterly
True-up featureYes
Match Vesting Period4 years
Eligibility<3 months
Default deferral rate6%
Default investmentRetail TDF (active)
Auto-escalationOpt-out
Systematic withdrawalsYes
Fee equalizationNo
Match Rate50% of first 6% of salary
% receiving full match>75%
Max Employer Contribution5 – 10%*

 
Financial education: 
Saving/budgetingx
Investing strategiesx
College savingx
Credit/debt mgtx
Tax/estate planningx
Retiree health costs/savings optionsx
  
RecordkeeperT. Rowe Price
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