Chambliss, Bahner and Stophel, P.C.

Plan name	Chambliss, Bahner and Stophel, P.C.
Location	Chattanooga, Tennessee
Asset size	>$25mm–$50mm
# of participants	175
Business Category	Professional Services, Legal
Participation Rate	80.0%
Avg Deferral Rate	9%
# of Funds Offered	58
Investment Review	Twice a year
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	Yes
Fee Equalization	No

Match Rate	100% of first 3% of salary, 50% of next 2% of salary
% Receiving Full Match	50%–75%
Max Employer Contribution	4%

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:	Voya

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