LocationOskaloosa, IA
Asset Size>$100MM – $200MM
Number of Participants500 – 999 Participants
BusinessManufacturing (Industrial Products)
Participation rate96%
Avg. deferral rate7.4%
No. of funds offered15
Investment ReviewQuarterly
True-up featureYes
Match Vesting PeriodImmediate
EligibilityImmediate
Default deferral rate4%
Default investmentOther*
Auto-escalationOpt-in
Systematic withdrawalsYes
Fee equalizationNo
Match Rate100% of first 4% of salary
% receiving full match>90%
Max Employer Contribution9.0%
  
Financial education: 
Saving/budgeting 
Investing strategies 
College saving 
Credit/debt mgt 
Tax/estate planning 
Retiree health costs/savings options 
  
RecordkeeperPrudential Retirement
  
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