2017 Best in Class 401(k) Plans | Winner
Otten Johnson Robinson Neff + Ragonetti
| Location | Denver, CO |
| Asset Size | >$25MM – $50MM |
| Number of Participants | 100 – 499 Participants |
| Business | Law Firm |
| Participation rate | 95% |
| Avg. deferral rate | 12.0% |
| No. of funds offered | 28 |
| Investment Review | Twice a year |
| True-up feature | Yes |
| Match Vesting Period | 2 years |
| Eligibility | Immediate |
| Default deferral rate | 6% |
| Default investment | Retail TDF (active) |
| Auto-escalation | Opt-out |
| Systematic withdrawals | Yes |
| Fee equalization | Yes |
| Match Rate | 3.5% match on 6% of salary |
| % receiving full match | >75% |
| Max Employer Contribution | >10.0% |
| Financial education: | |
| Saving/budgeting | |
| Investing strategies | |
| College saving | |
| Credit/debt mgt | |
| Tax/estate planning | |
| Retiree health costs/savings options | x |
| Recordkeeper | Principal |
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