Plan namePrimerica
LocationDuluth, GA
Asset size ($mm)$232
IndustryFinancial Services/Insurance
Participation rate93%
Average deferral rate8.9%
# of funds offered16
Investment reviewQuarterly
True-up matchYes
Match vesting periodImmediately upon enrollment
EligibilityImmediately upon hire
Default deferral rate6%
Default investmentTDF (all types)
Automatic escalationOpt-out
Systematic withdrawalsYes
Fee equalization 
Match rate100% on first 4% salary and 50% on the next 2% of salary
% receiving full match>75%
Maximum employer contribution7.75%
Financial education 
Investing strategiesYes
College saving 
Credit/Debt managementYes
Tax/Estate planning 
Retiree health costs/savings optionsYes
RecordkeeperEmpower Retirement
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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