Directed Account Plan*
| Location | Bridgeton, Missouri |
| Asset Size | $724.9 million |
| Number of Participants | 2,442 |
| Business | Airline – Credit Union |
| Participation Rate | 98% |
| Avg Deferral Rate | 8.00% |
| Number of Funds | NR |
| Investment Review | Quarterly |
| Fee Review | Annually |
| Fee Equalization | No |
| Auto-Enrollment Rate | 6% |
| Auto-Escalation Rate | 1% |
| Re-Enrollment | No |
| Default Investment | Target-risk fund |
| Ret Income Offering | Out-of-plan |
| Vesting Period | 4 years |
| Match Rate | >100% of first 6% of salary |
| % Receiving Full Match | >90% |
| 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 | Empower Retirement |
*Multi-employer retirement plan with participants including the former Trans World Airlines (TWA) Pilots and CommunityAmerica Credit Union (CACU) employees and their beneficiaries.
Get the latest news daily