Taylor Guitars

Plan name Taylor Guitars Savings and Retirement Plan
Location El Cajon, California
Asset size $36.7MM
Participants 465
Industry Manufacturing – Consumer Products
Participation rate >89%
Average deferral rate 8.0%
# of funds offered 17
Investment review Quarterly
True-up match Yes
Match vesting period 2 years (cliff)
Eligibility Within 3 months of employment
Default deferral rate 5%
Default investment Allocation Models
Automatic escalation Opt-out
Systematic withdrawals Yes
Fee equalization Yes
Match rate 100% on the first 5% of salary deferrals
% receiving full match >65%
Maximum employer contribution 7%
Financial education:
Saving/Budgeting Yes
Investing strategies Yes
College saving
Credit/Debt management
Tax/Estate planning
Retiree health costs/savings options
Recordkeeper Principal Financial Group
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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