O.C. Tanner Company
| Location | Salt Lake City, UT |
| Asset Size | >$200MM – $500MM |
| Number of Participants | 1,000 – 4,999 Participants |
| Business | Business Services |
| Participation rate | 98% |
| Avg. deferral rate | 9.0% |
| No. of funds offered | 14 |
| Investment Review | Quarterly |
| True-up feature | Yes |
| Match Vesting Period | Immediate |
| Eligibility | <3 months |
| Default deferral rate | 5% |
| Default investment | Retail TDF (active) |
| Auto-escalation | Opt-out |
| Systematic withdrawals | Yes |
| Fee equalization | Yes |
| Match Rate | 100% of first 3% salary; 50% of next 7% |
| % receiving full match | 51% – 74% |
| Max Employer Contribution | >10.0% |
| Financial education: | |
| Saving/budgeting | x |
| Investing strategies | |
| College saving | |
| Credit/debt mgt | x |
| Tax/estate planning | |
| Retiree health costs/savings options | |
| Recordkeeper | Transamerica Retirement Solutions |
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