American Century Investments / American Century Retirement Plan

Plan name	American Century Investments / American Century Retirement Plan
Location	Kansas City, Missouri
Asset size	$815mm
# of participants	2,171
Business Category	Financial Services
Participation Rate	98%
Avg Deferral Rate	10%
# of Funds Offered	27
Investment Review	Quarterly
True-up Feature	Yes
Match Vesting Period	Immediate
Eligibility	Immediate
Default Deferral Rate	5%
Default Investment	TDF (all types)
Auto-Escalation	Opt-out
Systematic Withdrawals	No
Fee Equalization	Yes

Match Rate	100% match on first 5% of total cash compensation
% Receiving Full Match	>90%
Max Employer Contribution	15%

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

Recordkeeper:	Charles Schwab

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