O.C. Tanner Co.

Plan name O.C. Tanner Co.
LocationSalt Lake City, Utah
Asset size ($MM)~ $345,000,000
IndustryEmployee recognition
Participation rate99%
Average deferral rate9%
# of funds offered14
Investment reviewYes
True-up matchYes
Match vesting periodImmediately upon enrollment
EligibilityWithin 3 months of employment
Default deferral rate5%
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 equalizationUnsure / Don't Know
Match RateNot Reported
% receiving full matchNot Reported
Maximum employer contributionNot Reported
Financial Education
Investing strategies
College saving
Credit/Debt management
Tax/Estate planning
Retiree health costs/savings options​
RecordkeeperTransamerica Retirement Solutions
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