West Bend Mutual Insurance Company

Plan name	West Bend Mutual Insurance Company Employee Savings Plan
Location	West Bend, Wisconsin
Asset size	$273.0MM
Participants	1,300
Industry	Property and Casualty Insurance
Participation rate	96%
Average deferral rate	8.9%
# of funds offered	32
Investment review	Quarterly
True-up match	Yes
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	Yes

Match rate	67% on the first 6% of salary deferrals
% receiving full match	>75%
Maximum employer contribution	13%

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

Recordkeeper	Fidelity Investments

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