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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