North Shore–LIJ Health System^
| Location | Lake Success, New York |
| Asset Size | >$1 billion |
| Number of Participants | >10,000 |
| Business | Health Care |
| Participation Rate | 96% |
| Avg Deferral Rate | 8.40% |
| Number of Funds | 17 |
| Investment Review | Quarterly |
| Fee Review | Annually |
| Fee Equalization | Yes |
| Auto-Enrollment Rate | 3% |
| Auto-Escalation Rate | 1% |
| Re-Enrollment | In 2015 |
| Default Investment | Target-date (index) |
| Ret Income Offering | None |
| Vesting Period | >5 years |
| Match Rate | 33% of contribution up to maximum of 2% |
| % Receiving Full Match | >50%–75% |
| True-Up Match | Yes |
| Financial Education | |
| Saving/budgeting | X |
| Investing strategies | X |
| College saving | |
| Credit/debt mgmt | X |
| Tax/estate planning | |
| Retiree health costs/savings options | |
| Provider | Transamerica Retirement Solutions |
^North Shore – LIJ Health Systems sponsors both 401(k) and 403(b) plans. Plan design/outcomes were reported to be similar, although the 403(b) plan is larger with more than $4B in assets.
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