Marshall Wace North America L.P.

LocationNew York, NY
Asset Size$9.2MM
Number of Participants50 – 99 Participants
Business Financial Services
Participation rate94%
Avg. deferral rate10.0%
No. of funds offered19
Investment ReviewQuarterly
True-up featureYes
Match Vesting PeriodImmediate
EligibilityImmediate
Default deferral rate>6%
Default investmentBalanced fund
Auto-escalationOpt-out
Systematic withdrawalsNo
Fee equalizationYes
Match Rate100% of first 10% of salary
% receiving full match>90%
Max Employer Contribution10.0%
  
Financial education:x
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RecordkeeperAscensus
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