The Western Union Company

LocationEnglewood, CO
Asset Size$319.2MM
Number of Participants1,000 – 4,999 Participants
BusinessFinancial Services
Participation rate97%
Avg. deferral rate9.0%
No. of funds offered9
Investment ReviewQuarterly
True-up featureYes
Match Vesting PeriodImmediate
EligibilityImmediate
Default deferral rate5%
Default investmentRetail TDF (Index)
Auto-escalationOpt-out
Systematic withdrawalsNo
Fee equalizationYes
Match Rate100% of first 3% of salary; 50% of the next 2%
% receiving full match>75%
Max Employer Contribution4.0%
  
Financial education: 
Saving/budgetingx
Investing strategiesx
College saving 
Credit/debt mgtx
Tax/estate planning 
Retiree health costs/savings options 
  
RecordkeeperCharles Schwab
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