O.C. Tanner Company

LocationSalt Lake City, UT
Asset Size>$200MM – $500MM
Number of Participants1,000 – 4,999 Participants
BusinessBusiness Services
Participation rate98%
Avg. deferral rate9.0%
No. of funds offered14
Investment ReviewQuarterly
True-up featureYes
Match Vesting PeriodImmediate
Eligibility<3 months
Default deferral rate5%
Default investmentRetail TDF (active)
Auto-escalationOpt-out
Systematic withdrawalsYes
Fee equalizationYes
Match Rate100% of first 3% salary; 50% of next 7%
% receiving full match51% – 74%
Max Employer Contribution>10.0%
  
Financial education: 
Saving/budgetingx
Investing strategies  
College saving  
Credit/debt mgtx
Tax/estate planning  
Retiree health costs/savings options  
  
RecordkeeperTransamerica Retirement Solutions
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