Ancestry.com Retirement Savings and Investment Plan

Plan Name Ancestry.com Retirement Savings and Investment Plan
Location Lehi, UT
Asset Size >$50 million – $100 million
Number of Participants 1,000 – 4,999
Business Technology
Participation rate 92.0%
Avg. deferral rate 9.1%
No. of funds offered 18
Investment Review Quarterly
True-up feature Yes
Match Vesting Period 4 years
Eligibility Immediate
Default deferral rate 6.0%
Default investment Retail Target-Date Fund (Active Management)
Auto-escalation Opt-Out
Systematic withdrawals Yes
Fee equalization Planned for 2018
Match Rate 100% of first 3% of salary
% receiving full match 75% or more
Max Employer Contribution 3.0%
   
Financial education:  
Saving/budgeting  
Investing strategies Yes
College saving  
Credit/debt mgt Yes
Tax/estate planning  
Retiree health costs/savings options Yes
   
Recordkeeper Empower Retirement
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