LocationRound Rock, TX
Asset Size$58.0MM
Number of Participants500 – 999 Participants
BusinessNonprofit Organization
Participation rate95%
Avg. deferral rate6.0%
No. of funds offered11
Investment ReviewQuarterly
True-up featureNo
Match Vesting Period2 years
EligibilityImmediate
Default deferral rate3%
Default investmentRetail TDF (Index)
Auto-escalationOpt-out
Systematic withdrawalsYes
Fee equalizationYes
Match Rate200% of first 3% of salary
% receiving full match>90%
Max Employer Contribution8.5%
  
Financial education: 
Saving/budgetingx
Investing strategies 
College saving 
Credit/debt mgtx
Tax/estate planning 
Retiree health costs/savings optionsx
  
RecordkeeperPrincipal
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