| 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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