American Fidelity Companies Employee Savings Plan
| Plan name | American Fidelity Companies Employee Savings Plan |
| Location | Oklahoma City, OK |
| Asset size ($MM) | >$500 million - $1 billion |
| Participants | 1,000 - 4,999 |
| Industry | Insurance/Reinsurance |
| Participation rate | 98% |
| Average deferral rate | 10% |
| # of funds offered | 22 |
| Investment review | Annually |
| True-up match | Yes |
| Match vesting period | 2 years |
| Eligibility | Within 3 months of employment |
| Default deferral rate | 2.6%-3% |
| Default investment | Target-date fund (all types) |
| Automatic escalation | Exactly 1% |
| Systematic withdrawals | NR |
| Fee equalization | Unsure/Don't Know |
| Match rate | Multiple formulas - i.e., plan has multiple match formulas that cover different segments of participants |
| % receiving full match | More than average (more than 50% but less than 75%) |
| Maximum employer contribution | Other amount (i.e., not tied to percentage of salary) |
| 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 |
| Recordkeeper | Principal Financial Group |
| Footnotes | |
| NR | Not Reported |
| Yes | yes |
| No | no |
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