Institute of Nuclear Power Operations

Plan name	Institute of Nuclear Power Operations 401(k) Retirement Savings Plan
Location	Atlanta, Georgia
Asset size	$105.2MM
Participants	475
Industry	Nonprofit Organization
Participation rate	97%
Average deferral rate	11.4%
# of funds offered	16
Investment review	Quarterly
True-up match	Yes
Match vesting period	Immediately upon enrollment
Eligibility	Immediately upon hire
Default deferral rate	6%
Default investment	Custom Target-date Fund
Automatic escalation	Opt-out
Systematic withdrawals	Yes
Fee equalization	Yes

Match rate	100% on the first 5% of salary deferrals
% receiving full match	>90%
Maximum employer contribution	9% – 12%

Financial education:
Saving/Budgeting	Yes
Investing strategies	Yes
College saving	Yes
Credit/Debt management
Tax/Estate planning	Yes
Retiree health costs/savings options	Yes

Recordkeeper	Charles Schwab

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