Explorer Pipeline
Location | Tulsa, OK |
Asset Size | $49.6MM |
Number of Participants | 100 – 499 Participants |
Business | Oil & Gas/Energy |
Participation rate | 99% |
Avg. deferral rate | 8.7% |
No. of funds offered | 16 |
Investment Review | Quarterly |
True-up feature | Yes |
Match Vesting Period | Immediate |
Eligibility | Immediate |
Default deferral rate | 3% |
Default investment | Model portfolio |
Auto-escalation | Opt-out |
Systematic withdrawals | Yes |
Fee equalization | No |
Match Rate | 100% of first 6% of salary |
% receiving full match | >75% |
Max Employer Contribution | >10.0% |
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 | BOK Financial Services |