CHS Inc.
Location | Inver Grove Heights, MN |
Asset Size | >$500MM – $1B |
Number of Participants | 5,000 – 9,999 Participants |
Business | Oil & Gas/Energy |
Participation rate | 97% |
Avg. deferral rate | 7.6% |
No. of funds offered | 18 |
Investment Review | Quarterly |
True-up feature | Yes |
Match Vesting Period | 2 years |
Eligibility | <3 months |
Default deferral rate | 3% |
Default investment | Institutional TDF |
Auto-escalation | Opt-out |
Systematic withdrawals | Yes |
Fee equalization | Planned for 2017 |
Match Rate | 100% of first 1% of salary; 50% of the next 5% |
% receiving full match | >75% |
Max Employer Contribution | 8.5% |
Financial education: | |
Saving/budgeting | x |
Investing strategies | x |
College saving | |
Credit/debt mgt | x |
Tax/estate planning | |
Retiree health costs/savings options | |
Recordkeeper | Vanguard |