O.C. Tanner Co.
Plan name | O.C. Tanner Co. |
Location | Salt Lake City, Utah |
Asset size ($MM) | ~ $345,000,000 |
Participants | 1,100 |
Industry | Employee recognition |
Participation rate | 99% |
Average deferral rate | 9% |
# of funds offered | 14 |
Investment review | Yes |
True-up match | Yes |
Match vesting period | Immediately upon enrollment |
Eligibility | Within 3 months of employment |
Default deferral rate | 5% |
Default investment | Not Reported |
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 | Not Reported |
Fee equalization | Unsure / Don't Know |
Match Rate | Not Reported |
% receiving full match | Not Reported |
Maximum employer contribution | Not Reported |
Financial Education | |
Saving/Budgeting | Yes |
Investing strategies | Yes |
College saving | Yes |
Credit/Debt management | Yes |
Tax/Estate planning | |
Retiree health costs/savings options​ |
Recordkeeper | Transamerica Retirement Solutions |