Early Warning

Plan nameEarly Warning Services, LLC 401(k) Plan
Location Scottsdale, Arizona
Asset size $62.0MM
Number of Participants 830
Business Technology and Software
Participation rate 95%
Average deferral rate 7.9%
# of funds offered 17
Investment review Quarterly
True-up match Yes
Match Vesting Period 2 years (graded)
Eligibility Within 2 months of employment
Default deferral rate 4%
Default investment Retail Target-date Fund (Indexed)
Automatic escalation Opt-out
Systematic withdrawals Yes
Fee equalization No
Match rate 100% on the first 4% of salary deferrals
% receiving full match >90%
Maximum employer contribution 4%
Financial education:
Saving/Budgeting Yes
Investing strategies Yes
College saving Yes
Credit/Debt management Yes
Tax/Estate planning Yes
Retiree health costs/savings options Yes
Recordkeeper OneAmerica
Note: Match rates and employer contributions are simplified for reporting purposes and may have other attributes (e.g., caps/limits, tiers, etc.) not listed here.
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