LocationInver Grove Heights, MN
Asset Size>$500MM – $1B
Number of Participants5,000 – 9,999 Participants
BusinessOil & Gas/Energy
Participation rate97%
Avg. deferral rate7.6%
No. of funds offered18
Investment ReviewQuarterly
True-up featureYes
Match Vesting Period2 years
Eligibility<3 months
Default deferral rate3%
Default investmentInstitutional TDF
Auto-escalationOpt-out
Systematic withdrawalsYes
Fee equalizationPlanned for 2017
Match Rate100% of first 1% of salary; 50% of the next 5%
% receiving full match>75%
Max Employer Contribution8.5%
  
Financial education: 
Saving/budgetingx
Investing strategiesx
College saving 
Credit/debt mgtx
Tax/estate planning 
Retiree health costs/savings options 
  
RecordkeeperVanguard
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