Otten Johnson Robinson Neff + Ragonetti

LocationDenver, CO
Asset Size>$25MM – $50MM
Number of Participants100 – 499 Participants
BusinessLaw Firm
Participation rate95%
Avg. deferral rate12.0%
No. of funds offered28
Investment ReviewTwice a year
True-up featureYes
Match Vesting Period2 years
EligibilityImmediate
Default deferral rate6%
Default investmentRetail TDF (active)
Auto-escalationOpt-out
Systematic withdrawalsYes
Fee equalizationYes
Match Rate3.5% 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 optionsx
  
RecordkeeperPrincipal
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