| Location | Pella, IA |
| Asset Size | >$200MM – $500MM |
| Number of Participants | 1,000 – 4,999 Participants |
| Business | Manufacturing (Industrial Products) |
| Participation rate | 94% |
| Avg. deferral rate | 8.0% |
| No. of funds offered | 22 |
| Investment Review | Quarterly |
| True-up feature | Yes |
| Match Vesting Period | 5 years |
| Eligibility | <3 months |
| Default deferral rate | 6% |
| Default investment | Balanced fund |
| Auto-escalation | Opt-out |
| Systematic withdrawals | Yes |
| Fee equalization | No |
| Match Rate | 50% of first 6% of salary |
| % receiving full match | 51% – 74% |
| Max Employer Contribution | 3.0% |
| | |
| Financial education: | |
| Saving/budgeting | x |
| Investing strategies | |
| College saving | |
| Credit/debt mgt | |
| Tax/estate planning | |
| Retiree health costs/savings options | x |
| | |
| Recordkeeper | Alerus Retirement and Benefits |
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