2019 Best in Class 401(k) Plans | Winner
Triad National Security, LLC
| Plan name | Triad 401(k) Retirement Plan |
| Location | Los Alamos, New Mexico |
| Asset size | $818.0MM |
| Participants | 5,000 – 9,999 |
| Industry | Government Contractor |
| Participation rate | 94% |
| Average deferral rate | 10.0% |
| # of funds offered | 11 |
| Investment review | Quarterly |
| True-up match | No |
| Match vesting period | Immediately upon enrollment |
| Eligibility | Immediately upon hire |
| Default deferral rate | 6% |
| Default investment | Institutional Target-date Fund (Active or Indexed) |
| Automatic escalation | Opt-in |
| Systematic withdrawals | Yes |
| Fee equalization | Not applicable |
| Match rate | 100% on the first 6% of salary deferrals |
| % receiving full match | >90% |
| Maximum employer contribution | >9.5% |
| Financial education: | |
| Saving/Budgeting | Yes |
| Investing strategies | Yes |
| College saving | Yes |
| Credit/Debt management | Yes |
| Tax/Estate planning | Yes |
| Retiree health costs/savings options | |
| Recordkeeper | Fidelity Investments |
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