Allegion

Plan name	Allegion
Location	Carmel, Indiana
Asset size	>$500mm–$1b
# of participants	1,000–4,999
Business Category	Manufacturing, Precision Instruments
Participation Rate	91%
Avg Deferral Rate	7.4%
# of Funds Offered	10
Investment Review	Quarterly
True-up Feature	Yes
Match Vesting Period	Immediate
Eligibility	Immediate
Default Deferral Rate	2%
Default Investment	TDF (all types)
Auto-Escalation	Opt-in
Systematic Withdrawals	No
Fee Equalization	No

Match Rate	100% of first 6% of salary
% Receiving Full Match	50%–75%
Max Employer Contribution	6%

Financial Education
Saving/Budgeting	Yes
Investing strategies	Yes
Tax/Estate planning
College saving
Credit/Debt mgmt
Retiree health costs/savings options

Recordkeeper:	Fidelity

subscribe