NCCI Holdings, Inc.

Plan Name NCCI Holdings, Inc.
Location Boca Raton, FL
Asset Size $252MM
Number of Participants 1,125
Business Insurance / Reinsurance
Participation rate 96.0%
Avg. deferral rate 9.9%
No. of funds offered 16
Investment Review Quarterly
True-up feature Yes
Match Vesting Period 2 years
Eligibility Immediate
Default deferral rate 5.0%
Default investment Retail Target-Date Fund (Active Management)
Auto-escalation Opt-Out
Systematic withdrawals No
Fee equalization Yes
Match Rate 100% of first 6% of salary
% receiving full match 75% or more
Max Employer Contribution 10.0%
Financial education:  
Saving/budgeting Yes
Investing strategies Yes
College saving Yes
Credit/debt mgt Yes
Tax/estate planning Yes
Retiree health costs/savings options  
Recordkeeper Charles Schwab
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