BNY Mellon

Location	New York, NY
Asset Size	>$1B
Number of Participants	10,000 or More Participants
Business	Financial Services
Participation rate	95%
Avg. deferral rate	7.8%
No. of funds offered	20
Investment Review	Monthly
True-up feature	Yes
Match Vesting Period	Immediate
Eligibility	Immediate
Default deferral rate	2%
Default investment	Retail TDF (Index)
Auto-escalation	Opt-out
Systematic withdrawals	Yes
Fee equalization	Yes
Match Rate	100% of first 4% of salary; 50% of the next 2%
% receiving full match	50% – 75%
Max Employer Contribution	7.0%

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

Recordkeeper	Voya Financial

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