Standard Chartered Bank
| Plan name | Standard Chartered Bank |
| Location | New York, NY |
| Asset size ($mm) | $318 |
| Participants | 1,828 |
| Industry | Financial Services |
| Participation rate | 98% |
| Average deferral rate | 10.2% |
| # of funds offered | 23 |
| Investment review | Twice a year |
| True-up match | Yes |
| Match vesting period | 3 years |
| Eligibility | Immediately upon hire |
| Default deferral rate | 6% |
| Default investment | Retail TDF (Index) |
| Automatic escalation | Opt-out |
| Systematic withdrawals | No |
| Fee equalization | No |
| Â | Â |
| Match rate | 51% – 99% of first 6% of salary |
| % receiving full match | >90% |
| Maximum employer contribution | 8% |
| Â | Â |
| Financial education | Â |
| Saving/Budgeting | Yes |
| Investing strategies | Yes |
| College saving | Yes |
| Credit/Debt management | Yes |
| Tax/Estate planning | Yes |
| Retiree health costs/savings options | Yes |
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| Recordkeeper | John Hancock |
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