JX Enterprises Employee Retirement Plan

Plan Name JX Enterprises Employee Retirement Plan
Location Hartland, WI
Asset Size >$25 million – $50 million
Number of Participants 500 – 999
Business Retail
Participation rate 93.0%
Avg. deferral rate 7.3%
No. of funds offered 15
Investment Review Quarterly
True-up feature Yes
Match Vesting Period 2 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 Yes
Match Rate 51%-99% of first 6% of salary
% receiving full match 90% or more
Max Employer Contribution 3.5%
   
Financial education:  
Saving/budgeting Yes
Investing strategies Yes
College saving  
Credit/debt mgt  
Tax/estate planning  
Retiree health costs/savings options Yes
   
Recordkeeper Transamerica
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