Tesoro Corporation

Location	San Antonio, TX
Asset Size	$1.2B
Number of Participants	5,000 – 9,999 Participants
Business	Oil & Gas/Energy
Participation rate	92%
Avg. deferral rate	10.0%
No. of funds offered	18
Investment Review	Quarterly
True-up feature	No
Match Vesting Period	1 year
Eligibility	Immediate
Default deferral rate	NA*
Default investment	Retail TDF (Index)
Auto-escalation	Opt-in
Systematic withdrawals	Yes
Fee equalization	No
Match Rate	100% of first 6% of salary
% receiving full match	>90%
Max Employer Contribution	10.0%

Financial education:
Saving/budgeting	x
Investing strategies	x
College saving	x
Credit/debt mgt	x
Tax/estate planning	x
Retiree health costs/savings options	x

Recordkeeper	Fidelity Investments

subscribe