Location Bloomfield Hills, Michigan
Asset Size $139.5 million
Number of Participants 1,463
Business Consumer Products
Participation Rate93%
Avg Deferral Rate9.00%
Number of Funds18
Investment ReviewQuarterly
Fee ReviewAnnually
Fee EqualizationNo
Auto-Enrollment Rate5%
Auto-Escalation Rate 1%
Re-EnrollmentNo
Default InvestmentTarget-date (active)
Ret Income OfferingNone
Vesting PeriodImmediately
Match Rate <50% of first 6% of salary
% Receiving Full Match83%
True-Up MatchYes
  
Financial Education 
Saving/budgetingX
Investing strategiesX
College savingX
Credit/debt mgmtX
Tax/estate planningX
Retiree health costs/savings optionsX
  
ProviderFidelity Investments
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