Plan nameAllegion
LocationCarmel, Indiana
Asset size>$500mm–$1b
# of participants1,000–4,999
Business Category Manufacturing, Precision Instruments
Participation Rate91%
Avg Deferral Rate7.4%
# of Funds Offered10
Investment ReviewQuarterly
True-up FeatureYes
Match Vesting PeriodImmediate
Default Deferral Rate2%
Default InvestmentTDF (all types)
Systematic WithdrawalsNo
Fee EqualizationNo
Match Rate100% of first 6% of salary
% Receiving Full Match50%–75%
Max Employer Contribution6%
Financial Education 
   Investing strategiesYes
   Tax/Estate planning
   College saving
   Credit/Debt mgmt
   Retiree health costs/savings options
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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