J. J. Keller & Associates Inc.

Plan name J. J. Keller & Associates Inc.
LocationNeenah, Wis.
Asset size ($MM)$100 million - $200 million
Participation rate96%
Average deferral rate8%
# of funds offered11
Investment reviewYes
True-up matchNo
Match vesting periodImmediately upon enrollment
EligibilityImmediately upon hire
Default deferral rate5%
Default investmentBalanced Fund
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 withdrawalsYes
Fee equalization
Match RateMore than 100% of first 6% of salary
% receiving full matchVast majority (75% or more)
Maximum employer contribution4%
Financial Education
Investing strategies
College saving
Credit/Debt management
Tax/Estate planning
Retiree health costs/savings options​
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