Location Stamford, Connecticut
Asset Size >$1 billion
Number of Participants >10,000
Business Technology
Participation Rate84%
Avg Deferral Rate6.30%
Number of Funds15
Investment ReviewAnnually
Fee ReviewAnnually
Fee EqualizationNo
Auto-Enrollment Rate6%
Auto-Escalation Rate 1%
Re-EnrollmentNo
Default InvestmentTarget-date (active)
Ret Income OfferingIn-plan
Vesting Period3 years
Match Rate 100% of first 4% or 50% of first 3% of salary, based on employee type
% Receiving Full Match>50%–75%
True-Up MatchYes
  
Financial Education 
Saving/budgetingX
Investing strategiesX
College savingX
Credit/debt mgmtX
Tax/estate planningX
Retiree health costs/savings optionsX
  
ProviderT. Rowe Price
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