Regency Centers
| Location | Jacksonville, FL |
| Asset Size | $82.3MM |
| Number of Participants | 100 – 499 Participants |
| Business | Real Estate Management |
| Participation rate | 96% |
| Avg. deferral rate | 8.6% |
| No. of funds offered | 18 |
| Investment Review | Quarterly |
| True-up feature | Yes |
| Match Vesting Period | Immediate |
| Eligibility | <3 months |
| Default deferral rate | 3% |
| Default investment | Retail TDF (Index) |
| Auto-escalation | Opt-out |
| Systematic withdrawals | Yes |
| Fee equalization | Yes |
| Match Rate | 100% up to $5,000 max annually |
| % receiving full match | 51% – 74% |
| Max Employer Contribution | 11.0% |
| Financial education: | |
| Saving/budgeting | x |
| Investing strategies | x |
| College saving | x |
| Credit/debt mgt | x |
| Tax/estate planning | |
| Retiree health costs/savings options | |
| Recordkeeper | Wells Fargo Bank, N.A. |
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