Location New York, New York
Asset Size $1.57 billion
Number of Participants 8,900
Business Financial Services
Participation Rate97%
Avg Deferral Rate9.00%
# of Funds17
Investment ReviewQuarterly
Fee ReviewAnnually
Fee EqualizationYes
Auto-Enrollment Rate4%
Auto-Escalation Rate 1%
Re-enrollmentNo
Default InvestmentTarget-date (index)
Ret Income OfferingNone
Vesting Period3 years
Match Rate 50% of first 8% of salary; $5,000 maximum
% Receiving Full Match>50%–75%
True-Up MatchYes
  
Financial Education 
Saving/budgetingx
Investing strategiesx
College savingx
Credit/debt mgmtx
Tax/estate planningx
Retiree health costs/savings optionsx
  
ProviderBank of America Merrill Lynch
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