2017 Best in Class 401(k) Plans | Winner
IMCA Retirement Corporation
| Location | Washington, DC |
| Asset Size | $220.6MM |
| Number of Participants | 1,000 – 4,999 Participants |
| Business | Financial Services |
| Participation rate | 94% |
| Avg. deferral rate | 10.2% |
| No. of funds offered | 27 |
| Investment Review | Twice a year |
| True-up feature | Yes |
| Match Vesting Period | 5 years |
| Eligibility | Immediate |
| Default deferral rate | 4% |
| Default investment | Retail TDF (active) |
| Auto-escalation | Opt-in |
| Systematic withdrawals | Yes |
| Fee equalization | Planned for 2017 |
| Match Rate | 100% of first 4% of eligible compensation |
| % receiving full match | >90% |
| Max Employer Contribution | 10.0% |
| Financial education: | |
| Saving/budgeting | x |
| Investing strategies | x |
| College saving | |
| Credit/debt mgt | x |
| Tax/estate planning | |
| Retiree health costs/savings options | x |
| Recordkeeper | John Hancock Retirement Plan Services |
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