JX Enterprises Employee Retirement Plan
| Plan Name | JX Enterprises Employee Retirement Plan |
| Location | Hartland, WI |
| Asset Size | >$25 million – $50 million |
| Number of Participants | 500 – 999 |
| Business | Retail |
| Participation rate | 93.0% |
| Avg. deferral rate | 7.3% |
| No. of funds offered | 15 |
| Investment Review | Quarterly |
| True-up feature | Yes |
| Match Vesting Period | 2 years |
| Eligibility | Immediate |
| Default deferral rate | 6.0% |
| Default investment | Retail Target-Date Fund (Active Management) |
| Auto-escalation | Opt-Out |
| Systematic withdrawals | Yes |
| Fee equalization | Yes |
| Match Rate | 51%-99% of first 6% of salary |
| % receiving full match | 90% or more |
| Max Employer Contribution | 3.5% |
| Financial education: | |
| Saving/budgeting | Yes |
| Investing strategies | Yes |
| College saving | |
| Credit/debt mgt | |
| Tax/estate planning | |
| Retiree health costs/savings options | Yes |
| Recordkeeper | Transamerica |
Get the latest news daily