Location  Overland Park, Kansas
Asset Size >$1 billion
Number of Participants 5,000 – 9,999
Business Engineering/Construction
Participation Rate94%
Avg Deferral Rate8%
Number of Funds13
Investment ReviewQuarterly
Fee Review2–3 years
Fee EqualizationYes
Auto-Enrollment Rate3%
Auto-Escalation Rate 1%
Re-EnrollmentNo
Default InvestmentTarget-date (index)
Ret Income OfferingNone
Vesting Period3 years
Match Rate 50% of first 6% of salary
% Receiving Full Match>75%
True-Up MatchYes
  
Financial Education 
Saving/budgeting 
Investing strategiesx
College savingx
Credit/debt mgmt 
Tax/estate planningx
Retiree health costs/savings optionsx
  
ProviderCharles Schwab
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