2016 Best In Class – Primerica

LocationDuluth, GA
Asset Size$50 million – $100 million 
Number of Participants1,000 – 4,999 participants
Business Financial Services
Participation rate85%
Avg. deferral rate7.7%
No. of funds offered17
Investment ReviewQuarterly
True-up MatchYes
Match Vesting PeriodImmediately
EligibilityImmediately
Default deferral rate6%
Default investmentRetail TDF (Active)
Auto escalationOpt-out
Ret. Income offeringNone
Fee equalizationConsidering
Match Rate100% of first 4% of salary, 50% of next 2%
% receiving full match>45%
Max Employer Contribution11%
  
Financial education: 
Saving/budgetingx
Investing strategiesx
College savingx
Credit/debt mgt  
Tax/estate planning  
Retiree health costs/savings options  
  
RecordkeeperEmpower Retirement

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