Creative Associates International

Plan name Creative Associates International
LocationChevy Chase, Md.
Asset size ($MM)$25 million - $50 million
Participants212
IndustryReal estate
Participation rate94%
Average deferral rate9%
# of funds offered30
Investment reviewYes
True-up matchYes
Match vesting period3 years
EligibilityImmediately upon hire
Default deferral rate3%
Default investmentUnsure / Don't know
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 withdrawalsNo
Fee equalizationUnsure / Don't Know
Match Rate51%-99% of first 6% of salary
% receiving full matchMore than average (more than 50% but less than 75%)
Maximum employer contribution4%
Financial Education
Saving/Budgeting
Yes
Investing strategies
Yes
College saving
Yes
Credit/Debt management
Yes
Tax/Estate planning
Yes
Retiree health costs/savings options​
RecordkeeperAscensus
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