| Location | Ghent, KY |
| Asset Size | >$100MM – $200MM |
| Number of Participants | 1,000 – 4,999 Participants |
| Business | Manufacturing (Industrial Products) |
| Participation rate | 96% |
| Avg. deferral rate | 8.2% |
| No. of funds offered | 17 |
| Investment Review | Quarterly |
| True-up feature | Yes |
| Match Vesting Period | Immediate |
| Eligibility | <3 months |
| Default deferral rate | 5% |
| Default investment | Retail TDF (active) |
| Auto-escalation | Opt-out |
| Systematic withdrawals | Yes |
| Fee equalization | No |
| Match Rate | <5 years: 50% of first 5% of salary; >5 years: 75% of first 5% |
| % receiving full match | 88% |
| Max Employer Contribution | 3.75% |
| | |
| Financial education: | |
| Saving/budgeting | x |
| Investing strategies | x |
| College saving | x |
| Credit/debt mgt | |
| Tax/estate planning | |
| Retiree health costs/savings options | |
| | |
| Recordkeeper | John Hancock Retirement Plan Services |
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