J. J. Keller & Associates Inc.
Plan name | J. J. Keller & Associates Inc. |
Location | Neenah, Wis. |
Asset size ($MM) | $100 million - $200 million |
Participants | 2,053 |
Industry | Manufacturing |
Participation rate | 96% |
Average deferral rate | 8% |
# of funds offered | 11 |
Investment review | Yes |
True-up match | No |
Match vesting period | Immediately upon enrollment |
Eligibility | Immediately upon hire |
Default deferral rate | 5% |
Default investment | Balanced Fund |
Automatic escalation | Yes - participants are defaulted into auto escalation at time of enrollment unless they opt out; all other participants can opt in at any time |
Systematic withdrawals | Yes |
Fee equalization |
Match Rate | More than 100% of first 6% of salary |
% receiving full match | Vast majority (75% or more) |
Maximum employer contribution | 4% |
Financial Education | |
Saving/Budgeting | Yes |
Investing strategies | Yes |
College saving | |
Credit/Debt management | |
Tax/Estate planning | |
Retiree health costs/savings options​ |
Recordkeeper | OneAmerica |