2018 Best In Class – St. Paul Radiology, P.A. and Affiliates Profit Sharing Plan

Plan Name St. Paul Radiology, P.A. and Affiliates Profit Sharing Plan
Location St. Paul , MN
Asset Size >$100 million – $200 million
Number of Participants 100 – 499
Business Health Care
Participation rate 97.0%
Avg. deferral rate 7.0%
No. of funds offered 16
Investment Review Quarterly
True-up feature Yes
Match Vesting Period Immediate
Eligibility After 1 year
Default deferral rate 4.0%
Default investment Retail Target-Date Fund (Indexed)
Auto-escalation Opt-Out
Systematic withdrawals Yes
Fee equalization No
Match Rate 100%% of first 3% of salary
% receiving full match 90% or more
Max Employer Contribution 10.0%
   
Financial education:  
Saving/budgeting Yes
Investing strategies Yes
College saving Yes
Credit/debt mgt Yes
Tax/estate planning
Retiree health costs/savings options Yes
   
Recordkeeper Wells Fargo Institutional Retirement and Trust

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