Marshall Wace North America L.P.
| Location | New York, NY |
| Asset Size | $9.2MM |
| Number of Participants | 50 – 99 Participants |
| Business | Financial Services |
| Participation rate | 94% |
| Avg. deferral rate | 10.0% |
| No. of funds offered | 19 |
| Investment Review | Quarterly |
| True-up feature | Yes |
| Match Vesting Period | Immediate |
| Eligibility | Immediate |
| Default deferral rate | >6% |
| Default investment | Balanced fund |
| Auto-escalation | Opt-out |
| Systematic withdrawals | No |
| Fee equalization | Yes |
| Match Rate | 100% of first 10% of salary |
| % receiving full match | >90% |
| Max Employer Contribution | 10.0% |
| Financial education: | x |
| Saving/budgeting | |
| Investing strategies | |
| College saving | |
| Credit/debt mgt | |
| Tax/estate planning | |
| Retiree health costs/savings options | |
| Recordkeeper | Ascensus |
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