The Cooper Companies
Location | Pleasanton, California |
Asset Size | $144 million |
Number of Participants | 1,885 |
Business | Health Care |
Participation Rate | 91% |
Avg Deferral Rate | 8.00% |
Number of Funds | 18 |
Investment Review | Twice a year |
Fee Review | Annually |
Fee Equalization | Yes |
Auto-Enrollment Rate | 4% |
Auto-Escalation Rate | 1% |
Re-Enrollment | Yes |
Default Investment | Target-date (index) |
Retirement Income Offering | None |
Vesting Period | Immediately |
Match Rate | 50% of the first $7,400 contributed |
% Receiving Full Match | >10%–25% |
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 | Transamerica Retirement Solutions |