National Futures Association
Location | Chicago, Illinois |
Asset Size | >$50 million – $200 million |
Number of Participants | 100 – 499 |
Business | Financial Services |
Participation Rate | 97% |
Avg Deferral Rate | 8.70% |
Number of Funds | 25 |
Investment Review | Quarterly |
Fee Review | Annually |
Fee Equalization | Unsure/Don’t know |
Auto-Enrollment Rate | 6% |
Auto-Escalation Rate | 1% |
Re-Enrollment | No |
Default Investment | Balanced fund |
Ret Income Offering | None |
Vesting Period | 3 years |
Match Rate | 100% of first 6% of salary |
% Receiving Full Match | >75% |
True-Up Match | Yes |
Financial Education | |
Saving/budgeting | |
Investing strategies | X |
College saving | |
Credit/debt mgmt | |
Tax/estate planning | |
Retiree health costs/savings options | |
Provider | T. Rowe Price |