The Beck Group
Location | Dallas, TX |
Asset Size | >$100MM – $200MM |
Number of Participants | 500 – 999 Participants |
Business | Construction/Architecture |
Participation rate | 94% |
Avg. deferral rate | 8.4% |
No. of funds offered | 24 |
Investment Review | Quarterly |
True-up feature | Yes |
Match Vesting Period | 4 years |
Eligibility | <3 months |
Default deferral rate | 6% |
Default investment | Retail TDF (active) |
Auto-escalation | Opt-out |
Systematic withdrawals | Yes |
Fee equalization | No |
Match Rate | 50% of first 6% of salary |
% receiving full match | >75% |
Max Employer Contribution | 5 – 10%* |
Financial education: | |
Saving/budgeting | x |
Investing strategies | x |
College saving | x |
Credit/debt mgt | x |
Tax/estate planning | x |
Retiree health costs/savings options | x |
Recordkeeper | T. Rowe Price |