CliftonLarsonAllen LLP
Location | Minneapolis, Minnesota |
Asset Size | $458 million |
Number of Participants | 4,699 |
Business | Professional Services |
Participation Rate | 90% |
Avg Deferral Rate | 7.70% |
Number of Funds | 16 |
Investment Review | Quarterly |
Fee Review | Annually |
Fee Equalization | No |
Auto-Enrollment Rate | 3% |
Auto-Escalation Rate | 1% |
Re-Enrollment | No |
Default Investment | Target-date (index) |
Ret Income Offering | None |
Vesting Period | 6 years |
Match Rate | 50% of first 4% of salary |
% Receiving Full Match | >75% |
True-Up Match | Yes |
Financial Education | |
Saving/budgeting | x |
Investing strategies | x |
College saving | x |
Credit/debt mgmt | x |
Tax/estate planning | x |
Retiree health costs/savings options | x |
Provider | Milliman Inc. |