Plan nameArjo Inc.
LocationAddison, Illinois
Asset size>$50mm–$100mm
# of participants500–999
Business Category Pharmaceuticals, Medical Device Sales
Participation Rate95%
Avg Deferral Rate7.7%
# of Funds Offered21
Investment ReviewQuarterly
True-up FeatureYes
Match Vesting PeriodImmediate
EligibilityImmediate
Default Deferral Rate5%
Default InvestmentTDF (all types)
Auto-EscalationOpt-out
Systematic WithdrawalsYes
Fee EqualizationNo
Match Rate100% on the first 5% of salary
% Receiving Full Match>75%
Max Employer ContributionNA
Financial Education 
   Saving/BudgetingYes
   Investing strategiesYes
   Tax/Estate planningYes
   College savingYes
   Credit/Debt mgmtYes
   Retiree health costs/savings optionsYes
Recordkeeper:John Hancock
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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