Otten Johnson Robinson Neff + Ragonetti

Plan name Otten Johnson Robinson Neff + Ragonetti
LocationDenver, Colo.
Asset size ($MM)>$25 million - $50 million
Participants77
IndustryLegal
Participation rate95%
Average deferral rate11%
# of funds offered22
Investment reviewYes
True-up matchYes
Match vesting period2 years
EligibilityImmediately upon hire
Default deferral rate6%
Default investmentNot Reported
Automatic escalationYes - participants are defaulted into auto escalation at time of enrollment unless they opt out; all other participants can opt in at any time
Systematic withdrawalsNot Reported
Fee equalizationYes – a policy is in place
Match RateNot Reported
% receiving full matchNot Reported
Maximum employer contributionNot Reported
Financial Education
Saving/Budgeting
Yes
Investing strategies
Yes
College saving
Yes
Credit/Debt management
Yes
Tax/Estate planning
Yes
Retiree health costs/savings options​
Yes
RecordkeeperPrincipal Financial Group
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